Broker Check

Seasoned Guidance. Transparent Solutions. Choosing the Right Recordkeeper Starts Here.

As product-agnostic fiduciary advisors, we help you evaluate recordkeepers based on what truly matters—cost, service, technology, investment flexibility, and participant experience. No hidden agendas, no proprietary requirements—just professional insight tailored to your plan’s goals.

Why Benchmark Your Retirement Plan Recordkeeper?

Regular benchmarking is a key fiduciary responsibility that ensures your plan stays competitive, cost-effective, and aligned with the best interests of your participants.

Benchmarking helps you evaluate:

  • Fees & Services
    Ensure transparency, uncover hidden costs, and confirm you're receiving value.

  • Technology & Participant Tools
    Review the quality of digital platforms, mobile access, educational resources, and payroll integration.

  • Customer Service & Support
    Assess the responsiveness and effectiveness of service teams for both sponsors and participants.

  • Investment Platform & Flexibility
    Identify any proprietary fund requirements or limitations in investment selection.

  • Cybersecurity Standards
    Confirm that participant data is protected with industry-leading safeguards.

Is Your Retirement Plan Still Competitive?

Staying proactive helps protect your organization and enhance retirement outcomes for your employees. Benchmark your plan today to uncover potential savings, improve participant outcomes, and help ensure fiduciary compliance.

Request Your No-Obligation Plan Benchmark

Below are some of the leading recordkeepers our clients partner with today—each selected through a thorough evaluation process.  All recordkeepers listed are separate entities from OneGroup Retirement Advisors and LPL Financial.



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