PLAN PROVIDER SELECTION
To choose a suitable retirement plan, Financial Management Network partners with you to understand your organization’s unique needs. There are many factors to consider when selecting a Record Keeper. Financial Management Network’s experienced team will assist you through a selection process that benchmarks prospective record keepers based on a number of quantitative and qualitative factors.
- Open architecture investments
- Active and Passive investments
- Target Date Funds
- Low Fund Fees
- Top Retirement Tools and Support
- Education Material
- Website Effectiveness
- Ease of Administration
- Negotiable Plan Fees
- TPA integration
- Payroll integration
- Fiduciary Assistance Services