Do you know that your plan is competitive?  As a fiduciary, you're required to know and document how your plan and fees compare to other plans your size. ERISA requires that your plan remain competitive.  A best practice is to benchmark your current plan and fees to the market every 2-3 years.



   Whether a current client or not, don't settle for a generic benchmark report. With minimal time or effort on your part, we
   benchmark your plan to competitive providers in your market and tailor a custom report for your review and fiduciary files.
   Know what you have, what your paying for it, and how your plan compares to competitive plans in your market.
   Order a free, no obligation, custom benchmark report for your fiduciary files.  
   We will add value for you.    
Securities and investment advisory services offered through:
Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names,products, or services referenced here are independent of WFS.