Bolton Partners makes it easy for Plan Sponsors to evaluate their 403(b) and 401(k) retirement plans. Our evaluation services will allow you to critique your plan’s current status and determine how to make it a more competitive benefit and retention tool. If you are unhappy with your current vendor or just conducting some due diligence, our proprietary vendor search and selection methodology will help you make an “apples-to-apples” comparison of many program features including investment performance, program fees and credit ratings.

If you are using multiple providers and think you have too many, we can help consolidate your program to a more manageable level and reduce your administrative burden. Our goal is to help you build a plan to fit your vision of the future.

How does your plan measure up?

Our services include:

• Plan design and implementation
• RFP management services (including drafting and evaluation)
• Comparison of your program to your peers
• Evaluation of Investment Performance
• Analysis of Program fees
• Review of credit ratings
• Background check of agents/representatives
• Identify conflicts of interest
• Negotiations of fees and services with vendors
• Appraisal of overall program with recommendations
• Compose and present due diligence fiduciary reports

For 403(b)/401(k) Plan Assessment and Vendor Search Services assistance contact 401kand403b@BoltonPartners.com