Plan Benchmarking

Our clients want to have a Plan they can be proud of. In order to assure our clients they have a competitive program from a Plan Design, Investment Menu, Services, and Expense standpoint, IBG provides Independent Third Party Benchmarking for our Plan Sponsor Clients. Plan Benchmark [.pdf]

In addition IBG provides our clients reports from Plan Sponsor Defined Contribution Surveys that analyze their specific industry, on such matters as: plan design, employer contributions, investments, participation, advice and plan administration. Plan Sponsor Industry Report [.pdf]