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Benchmark Reports for 401k & 403b Plans

Impartial and Objective

Plan sponsors hire Minich MacGregor Wealth Management specifically for 401k and 403b plan benchmarking services. It is an integral part of our fiduciary process.  Our benchmark report spotlights and compares the following attributes of your plan to marketplace standards.

Three Outcomes

Typically there is one of three outcomes after a plan benchmark report is completed:

  • You learn that your plan is on track and needs little or no adjustments.
  • You find that your plan is mostly on target, but there may be some small adjustments that should be made.
  • You find that there are some major areas that could be improved and / or compliance areas that need attention.

Regardless of which outcome is applicable to your situation, the plan benchmark report and the minutes of the meeting reviewing the report should go in your fiduciary file. As a part of your ongoing fiduciary responsibility, you should plan on having another benchmark report done every 2 to 3 years as a fiduciary best practice.

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Financial Planning

We take a holistic approach to financial planning that takes into account your stage of life, your goals and how one financial decision can impact the next decision, the next, and so on.

Portfolio Management

The decisions we make for our clients are based on a comparison of risk tolerance versus performance, investment mix, distribution across market sectors, asset allocation and client objectives.

401k Advice

We will give you personalized advice, tailored to your specific financial picture AND employ an appropriate growth strategy combined with a proactive risk management process.