Provider Analysis and Benchmarking

With growing scrutiny on plan sponsors over potential or perceived ERISA violations, Incline Pension Consulting provides plan sponsors with a variety of benchmarking options to help streamline the process of selecting and monitoring plan providers.

Taking into account the plan sponsors’ staff demographics and retirement plan goals and objectives, Incline Pension Consulting evaluates an employer’s current investment portfolio and plan provider and offers recommendations for improvements in cost, compliance, technology offerings, service and support.

Incline Pension Consulting then assists in the analysis and selection process of a provider that best fits the identified needs of the organization and its employees.

Finally, Incline Pension Consulting takes a proactive approach to maintaining and enhancing provider services through an ongoing benchmarking process that measures participation levels and overall performance