Henderson Brothers Insurance Agency

Plan Benchmarking
& Vendor Analysis

Each plan sponsor has unique goals and objectives. Our team of dedicated retirement plan consultants will create an ongoing service plan that is specific to each client’s needs. We begin with a thorough review of your plan to ensure that total plan costs are relevant to the services being received. This is followed by a plan document review and development of a due diligence program that fiduciaries can rely on. The success of your plan will become apparent as we work with your human resources department to develop new ideas to improve participation and operational efficiency. 

We maintain a neutral position among our vendor relationships, and our sole goal is to find the right product to fit the demands of you and your employees. We guarantee that you will find our plan benchmark and vendor analysis easy to understand and user-friendly. Our Investment Professionals are available to answer any questions on your plan during the benchmarking and vendor analysis process. In addition, we will continue to provide on-going consultation after the plan is in effect. 

If you’d like to learn more about the resources that Henderson Brothers Retirement Plan Services has available to conduct plan benchmarking and vendor analysis, please contact us today… it’s never too late to start securing today and protecting tomorrow.

Securities & Advisory Services offered through LPL Financial, Member FINRA/SIPC