Retirement Benchmarking Plan

graphsWant to see how your credit union’s retirement plan stacks up against others? A benchmarking report can provide insight into actionable items in areas such as fees, investments, plan design and best practices.  It can also be an important factor when it comes to employee recruiting and retention, as well as meeting your fiduciary obligations as a plan sponsor.

For more in-depth information on the details in the report or why this information is critical to your fiduciary responsibilities and your credit union’s success, we encourage you to listen to our recently recorded NAFCU webinar, 6 Criteria to Benchmark Your Credit Union’s 401(k) Plan. You may also download our presentation.

Request a complimentary benchmarking today!

See how your plan stacks up against plans of the same plan size as well as your industry.