Is Your 401(k) Competitive?
Optimize your 401(k). Discover hidden costs. Attract top talent.
Get a free benchmark report today!
Benchmark Your 401(k) Plan for Success
Your employees rely on you to provide a competitive retirement plan. But is your 401(k) plan competitive for your industry, plan size, and the services your current provider offers you? Hidden fees, outdated structures, and a lack of provider analysis may hold you back. With our 401(k) benchmarking service, business owners and plan fiduciaries like you gain the insights to make impactful changes.
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We run cost analyses through an independent database to compare your plan’s expenses to those of similar-sized plans.
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We review third-party industry reports to compare your plan design, structure, and participation to similar-sized 401(k) plans in your industry.
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We review third-party reports to evaluate advisor services based on your plan's size and fees.
Key Benefits of Our 401(k) Benchmarking Service
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Uncover unnecessary costs that may be silently reducing your employees’ retirement savings.
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See how your plan compares to industry standards and competitors in your field.
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Offer a retirement plan that stands out as competitive and employee-focused, making talent retention easier than ever.
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Receive tailored recommendations to optimize your 401(k) plan for long-term success.
Trusted by Organizations Like Yours
“We have loved our continued support and guidance we have with CUI Wealth Management. Everyone we have worked with is knowledgeable and prompt to reply. We cannot recommend them enough. Our employees can also speak with everyone there to answer specific questions, and we trust the advice we receive and have gained insight into funds, investments, and our company 401k management could not be in better hands. It was a great decision to have CUI manage our portfolio.”
– N. Farr - CEO
“Michael Sayre and CUI Wealth Management were very helpful to us when we transitioned our company’s 401k from a self-managed plan to a managed plan. Our situation was
complicated, and Michael was there every step of the way to answer questions and provide guidance. There were a lot of moving parts, and Michael was able to guide me and gave me the
confidence I needed to get everything completed correctly.
After we got the plan set up, Michael initiated multiple education meetings with our employees to make sure we all understood the process and how the plan can best serve us. His
presentations were well-organized and informative. He was available to us as a group, and also one-on-one, to discuss our personal retirement goals. He is able to advise individuals who
have varying degrees of financial knowledge, providing both advice and education. As an employer, we offer our employees a 401k as a retirement benefit. Having Michael as our financial
advisor gives our 401k participants the tools they need to plan for their retirement and to take full advantage of that offered benefit.
Personally, Michael is very responsive, has great communication skills, and is easy to work with. It is a pleasure to work with him and his team at CUI Wealth Management, and we look
forward to a long business relationship.”
– Kathy S. - Office Manager
*Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.