Industry: Internet Search Services
Plan Type: 401k
Assets: $675 million
A Fortune 500 company recently experienced significant M&A growth, which meant more participants and assets for the 401(k) Plan. Because the Plan had not been evaluated in a number of years, the Investment Committee decided to evaluate its existing provider arrangement to determine if the recent growth warranted any changes – or even the consideration of an alternate provider. The Client, who was highly motivated to ensure that it was offering the best plan for its employees, hired 401(k) Advisors to lead the RFP Search/Fee Benchmarking process.
Download: Provider Analysis and Fee Benchmarking