Is Your Company Winning the Retirement Plan Game?
What if you could make meaningful changes to increase the retirement savings of your employees?
What if you could lower your liability, reduce your plan costs, and improve your investment line-up?
Discover a retirement plan review
that goes far beyond "benchmarking".
A live consultation with a CFP® professional, and...It's Free!
Being a Fiduciary is Serious Business
Are You Managing Your Plan Well?
Get the answer with 401(k) Score(k)ard SM
Great Job!
You have taken the steps to manage your plan with the regulations outlined in ERISA.
Acceptable
You have completed several steps for running a compliant plan with a few possible upgrades.
Needs Improvement
An understanding of ERISA requirements with a need for better process and improved plan design.
Serious Shortfalls
May be serious liability issues. Immediate action needed to meet your fiduciary obligations.
Do You Have a Plan Process?
Gain an awareness of gaps in your plan management and get the tools that could improve your process.
- Fiduciary Checklist
- Sample Investment Policy Statement and IPS Checklist
- Investment Committee Rules
- Sample Due Diligence for Monitoring Investments
Have You Looked at All Your Options?
3 Proposals From Leading Recorkeepers
We will provide you with proposals from three leading recordkeepers so you can compare your plan with current market solutions. Discover if your plan is competitive with today's current pricing and services.
Do Employees Understand Your Plan?
The New World of Participant Education
There is more to educating employees these days than just how to enroll in the plan. Participants want a more comprehensive type of retirement education, including access to financial planning services. Let us analyze your current education program and provide some suggestions for improvement.
Discover the Truth About Fees
There has been significant reform surrounding plan fees over the past decade. You will gain an understanding of your plan/participant fee disclosures that could uncover possible future cost savings.
Exploring the Investment Universe
Does your plan have what is best for your participants? There are thousands of possible investment options that can be included in 401(k) plans. Our fiduciary scoring system tells you how your investments stack up.
A Look at Your Competitors
Ever wonder what other companies in your area are providing their employees? Get a glimpse at the 401(k) plans your competitors are offering that may help your employee retention and hiring.
Improving Plan Design
Understanding matching programs, eligibility rules, vesting schedules, enrollment options and the many other plan design features of today's 401(k) can be confusing. Get an expert opinion of your plan design and options for improvement.
Hi, I'm Wyatt Moerdyk -
Certified Financial Planner™ professional and Accredited Investment Fiduciary®
Owner of Evidence Advisors Investment Management, a registered investment advisory firm.
I have been in financial services for over 20 years, and I will be your personal guide through the 401(k) Score(k)ard.
As a CFP® professional I wear a lot of different financial hats for my clients. I love it all, but one of my favorite things to do is work with small businesses. I hope we get a chance to meet. Let's talk about your business, your employees, and how to improve your 401(k) plan.
