Take Control of
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Strive Confidently To Reach Your Retirement Goals |
Partner With Experience You Can Trust |
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See our personized programs that can help you and your employees increase their knowledge, make informed decisions & reduce financial stress.
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With our easy-to-use planning tools, take the confusion & guess work out of planning for retirement.
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We have over 30 years experience in helping employers find the right 401K plan. Let us compare your current plan to see if you have the best option.
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401K Plan Scorecard Report Generator
The 401k Plan Scorecard is the only resource report available for non-biased 401k fee comparison and 401k plan benchmarking. It is designed to provide:
- Plan Red Flags - Fiduciary Bond compliance and amounts, participant account balance notifications, overall portfolio performance
- Plan Financials Ratings
- National Plan Score - summarizes each plan's overall performance compared to that of other National Plan Score plans nationwide, based on data on its most recent form 5500.
Use the 401k Plan Scorecard report to:
- Compare plan 401(k) fees to one of the fee benchmarks in the report.
- See how your Revenue Sharing compares to the benchmarks.
- Understand how your 401(k) average fees compare.
- Compare your 408(b)(2) fee disclosure form fees to one of the many benchmarks.
About Us:
Whether your business is starting its first 401(k) plan or is looking to transfer a long-established retirement plan, Trillium Advisory Group offers flexible retirement plan options and plan administration to meet your organization’s needs. Our 401K plan services accommodate companies of all sizes—from owner-only businesses to those with hundreds of employees, there are no minimum employee counts or minimum account balances required.
Trillium Advisory Group can also compare your current 401K plan to see if your plan investments are performing competitively to its peer group benchmark. 401K fees are inline with industry averages and not 'fee-heavy' which a lot of older plans are and employers are unaware. Employee access and communications are available, easy to understand, and allows for flexibility and access.
Any questions please feel free to contact us for more information [email protected]