Solution introduction

The Retirement Plan Diagnostic helps you quickly benchmark a retirement plan

This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against a plan's peer group and industry. The Plan Diagnostic is recognized for its speed of delivery and objectivity - offering a report with independent analysis rather than subjective ratings and hard-to-interpret correlations. Make your next plan conversation a truly consultative one that clearly distinguishes your approach from the "performance and cost" crowd.

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