This program provides you with:
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Two live video consultations with a CFP® professional.
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Fee Disclosure Analysis
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Investment Monitoring Report
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A Fiduciary Checklist
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Sample Investment Policy Statement
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Target Date Fund Comparisons
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Overview of Plans Provided by Others in Your Industry
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Up to Three Service and Pricing Proposals from Top Recordkeepers
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The Latest in Employee Education Programs
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Overview of Plan Design Options and Industry Trends
401(k) Score(k)ard SM is a free service of Evidence Advisors, LLC. The intent of the service is to provide plan sponsors with a detailed review of their current company retirement plan.
All materials are for educational purposes only, are not a solicitation to buy or sell securities, and should not be considered investment advice. Plan sponsors are fully responsible for any investment actions or other plan changes taken following the 401(k) Score(k)ard SM review.
401(k) Score(k)ard SM is a marketing program created to gather the interest of plan sponsors in other services offered by Evidence Advisors, LLC.
Investment and Advisory Services are offered through Evidence Advisors, LLC a registered investment advisory firm.