

- Fiduciary Red Flags, which analyze the plans features to identify discrepancies which pose fiduciary risk. For advisors this is a sales opportunity, but for lawyers it is a target.
- Plan Benchmarking: As part of the case against MFS, it was argued that in 2012, the Plans’ total expenses were approximately 91% higher than the median total costs for retirement plans with between $500 million and $1 billion in assets. The Plan Benchmarking features of our software allows you to search for plans that compare poorly against other plans when benchmarked by either plan size, industry or state.
- Fees and Expenses: This data is an easy example to identify plans that have excessive fees and to see to whom and for what they are paying third party administrators.


