Plan Benchmarking for a complete analysis of your plan’s components.
At RBMuha, our plan benchmarking helps plan sponsors meet fiduciary responsibilities under ERISA. We identify gaps with current providers, using data to determine if a better option exists—or if renegotiating your current plan makes the most sense.
What do you get? Clear, data-backed insights that guide better provider decisions. Our analysis covers fees, service and investment benchmarks so you can move forward with confidence.
We start with a look at your plan’s goals
then evaluate the following plan components:
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Recordkeeping
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Compliance
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Technology Services
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Investment Management
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Employee Communications
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Total Plan Costs
The key features
of our analysis.
Everything your business needs to stay competitive and keep employees engaged. With an established baseline in place, we’ll be ready to bring your plan to market and start soliciting bids.
Our Plan Benchmarking and Vendor Searches assist plan sponsors with meeting their fiduciary obligations to help them stay one step ahead in a competitive market.
One of the only benchmarking reports in the marketplace that analyzes fees + service + investments
Compares up to six providers side by side
Through a member network (RPAG) we utilize a
proprietary data base of over 60 Tier 1 providers
Delivers a comprehensive report for your fiduciary file
Provides competitive cost analysis data
Includes an in-depth revenue sharing analysis
Comprehensive Retirement Plan Services
Fiduciary Oversight
As a plan sponsor, you have significant fiduciary responsibilities. We help you understand and fulfill these obligations through structured processes, documentation support and ongoing guidance.
Education Programs for Plan Sponsors and Participants
We develop customized education programs that help sponsors understand their responsibilities and participants make informed investment decisions.
Investment Due Diligence
Finding the right service providers is crucial to retirement plan success.
The right benefits partner makes all the difference-support your team, simplify management & stay competitive.
Get expert guidance, stress-free implementation and ongoing support designed for your business. Let's build a benefits solution that works for you.