401(k) Plan Review & Benchmark Analysis
What you get with a 401(k) Plan Review and Benchmark Analysis performed by Atlas:
- Benchmark Analysis Reports using DOL (Department of Labor) and Lipper Data.
- You will receive both Benchmark Diagnostic and Efficiency Analysis Reports.
- Review of your Fee Structure (Administrative and Investment Fees).
- Fiduciary Compliance Checklist.
- Suggestions for 401(k) Plan improvements.
- Review of your Census for Tax Strategy possibilities.
- Review of your IPS (Investment Policy Statement) for Risk Assessment.
- Identify possible DOL Audit Flags.
- Review current communications that you have with your participants.
- Review Fidelity Bond coverage.
Additional Analysis by Request
- Employee Survey to garner excellent feedback from participants
- Review Census for possible Tax Strategic moves and Plan Design.
- Review Company Match program.
- Review your current ADP, ACP and Top Heavy testing results.
This “independent” report uses YOUR information* along with DOL (Department of Labor), Morningstar and Lipper databases to provide you key Benchmarking information.
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