Current state
Understand the plan, providers, responsibilities and sponsor experience.
PLAN BENCHMARKING & MANAGEMENT REVIEW
Better Plan
Insight.
An independent assessment of your retirement plan.
A clear view of your providers, responsibilities, costs and participant resources. A sound basis for deciding what comes next.
Independent perspective. Practical recommendations.
THE ENTIRE PLAN. ONE CLEAR VIEW.
PiQPLAN INTELLIGENCE
01Plan Economics
02Service Quality
03Fiduciary Structure
04Participant Experience
05Plan Design
ANALYZE / EVALUATE / REPORT
Are you receiving the value, service and support
you and your retirement plan deserve?
01 / THE REVIEW
Every part of the plan.
A more complete perspective.
A retirement plan is more than a platform or an investment menu. Its providers, services and responsibilities should work together efficiently, without falling to the employer to coordinate everything.
ALSO CONSIDERED
Available alternatives
Where warranted, compare the current arrangement with alternative service models, without assuming that a change is necessary.
02 / OUR APPROACH
From information
to informed decisions.
The review turns existing plan information into a concise, decision-ready assessment. It is not an RFP, and it does not begin with the assumption that anything must change.
Benchmark
Evaluate economics, services, structure and available market context.
Findings
Separate strengths from gaps, concerns and opportunities.
Action
Prioritize practical recommendations and determine whether change is warranted.
✓
A review does not require a provider or advisor change.
The right outcome may be validation of the existing arrangement. Where opportunities are identified, PLANALYTiQ provides a clear basis for deciding what is worth addressing.
03 / GETTING STARTED
A defined scope.
A professional engagement.
The PLANALYTiQ review is a paid professional engagement. An initial scope discussion, when appropriate, helps clarify objectives, existing information and the review required.
01
Clarify the objectives
Understand the sponsor’s priorities and current experience. Determine the appropriate scope of review.
02
Review the information
Start with readily available service, fee and plan documents. Identify additional information needed for meaningful findings.
03
Discuss the assessment
Review findings, opportunities and practical next steps in the context of the plan.
A FEW COMMON QUESTIONS
Clarity starts here.
Does a review mean changing providers?
No. A review may confirm that the existing arrangement is working well. Recommendations follow the findings and the plan’s needs.
Is this a free assessment?
The PLANALYTiQ review is a paid professional engagement. An initial scope discussion may precede the engagement to clarify objectives and determine the appropriate review.
What information is needed to begin?
Readily available plan information and relevant service, fee and plan documents provide the starting point. Additional information is identified as the scope is developed.
Does the review focus only on fees?
No. Economics are considered alongside service quality, responsibilities, fiduciary support, participant experience and plan design.
YOUR NEXT STEP
A second set of eyes.
A clear way forward.
Tell us about your plan and what you would like to understand better.
hello@planalytiq.com