Benchmarking Analysis

The "lost decade" of investment returns combined with the United States Department of Labor's (USDOL) emphasis on fee disclosure has made it more important than ever for plan sponsors to understand the impact fees have on retirement plans.  The most effective method of identifying the strengths and weaknesses of any retirement plan is to benchmark it against the marketplace.

Carolina Wealth has always taken a proactive role in helping plan sponsors identify and control fees, discover better investment opportunities and increase service levels through our plan benchmarking process.

Our commitment to constant improvement is your advantage!