Ease Your Administrative and Fiduciary Responsibilities

As a retirement plan sponsor, you are a fiduciary, which means you are required to follow certain rules and regulations when it comes to managing your plan. Balancing these obligations with your day-to-day responsibilities can be a challenge. We can help alleviate much of the management and investment duties for you, freeing you up to focus on your primary role, whether that be running a small business, or managing an organization with multiple employees and moving parts.


Contact Us for a Complimentary Plan Analysis

Fee Analysis

We break down your existing plan fees—how much you pay and to whom—and compare them to the industry average and what you could be paying with The Agbay Group.

  1. Creates a comprehensive accounting of current plan fees—Knowing how much you pay and to whom is important because it is the plan fiduciaries’ job to monitor fees and service providers for the plan.

  2. Benchmarks your plan fees against similar plans—Tracking how your plan fees compare to other plans is important because it is the plan fiduciaries’ job to make sure plan fees remain reasonable. This free report can be used in your fiduciary audit file.

  3. Compares service provider options—Understanding your service provider options is important because you might be able to improve your plan performance by making a simple service provider change.

Plan Benchmarking

We benchmark the fees and services of your plan relative to similar plans in the industry.

  1. Review hypothetical plan scenarios—The illustration will be customized to your specific plan and situation, and help you understand the financial impact a particular option could have.

  2. Make informed decisions—The illustration gives you the information you need to make smart decisions regarding the structure of your plan.

Plan Design Analysis

We analyze your current plan features, and help you understand how these features work.

  1. Establish a baseline accounting of your existing plan parameters—Understanding your plan is important because it is the plan fiduciaries’ job to make sure the plan is being administered consistent with the plan document.

  2. Understand whether your plan aligns with your plan goals—Knowing how your plan aligns with goals is important to maximizing plan outcomes.

  3. Determine potential areas of improvement to consider improving your plan—It’s important to know where your plan is strong and effectdive.  It is also critical to know how you could potentially improve your plan.

Investment Analysis

Receive an analysis of the quality and cost of your existing lineup and how it compares to industry benchmarks, and what you could be paying with The Agbay Group.

group of office workers

Get Your Free Analysis