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Heffernan Retirement Services - Because You're Different - San Francisco, CA


Call us at 800-437-0045

LPL Service Center (800) 558-7567

Plan Level Benchmarking

The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards. Furthermore, total plan costs are usually impossible to determine from the face of the proposals.

Heffernan Financial Services is the Plan Sponsor’s outsource partner in the plan provider review process. Heffernan Financial Services has access to the independent third party research, which helps Plan Sponsors to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

Heffernan Financial Services has a proprietary plan provider analysis and benchmarking tool. It maintains the rich and conducts comprehensive research on retirement plan providers and asset managers. Employers who choose to evaluate their plan providers on fundamental product, service and cost components will find this program to be an integral part of their due diligence process. The powerful research and analysis tools are aimed at providing transparency to best identify pricing options and service enhancements from each provider.