What A 401k Benchmark Looks Like?

Free 401k Plan Fee Benchmarking.There is NO COST or OBLIGATION for us to compare your 401k Plan with up to four(4) other quality 401k vendors. Click here now to see an example of a recent 401k benchmarking.

Fill in the questionnaire and we can turn this report BACK TO YOU in 5 business days.

In addition to providing a benchmarking of your 401k plan, our current employer groups enjoy some or all of the following services for their 401k plan such as:

Select & monitor your 401k investments.

Only fiduciary advisors with the proper training and tools can select and monitor your 401k investment on an ongoing process.

Unlimited Education Meetings

With at least a 4 week notice, Ok401k will provide on- site education group meetings for all 401k participants. Since Ok401k is a co-fiduciary, and will provide participant advice, employees can email or call Ok401k for investment help on their portfolio.

Investment Policy Statement (IPS)

Who wrote your Investment Policy Statement? An IPS is a written document outlining the process for your 401k committee’s investment-related decisions. It provides the committee with a basic understanding of how your advisor is selecting and monitoring funds. Ok401k will prepare an Investment Policy Statement (IPS) personalized to your 401k using the Fi360 tool.

One Annual 401k Committee Review Meeting

Retirement committees should meet with their advisor at least once per year to review the participation, deferrals and overall quality of investing by the employees. In addition to reviewing these important benchmarks, Ok401k will provide a yearly report of the investments using the Fi360 tool which is America’s leading fiduciary monitoring tool for advisors.

Quarterly Investment Monitoring Review

If the 401k committee desires, Ok401k will provide the committee quarterly Fi360 investment monitoring reports.