COMPLIMENTARY · NO OBLIGATION
Help satisfy your fiduciary duty to benchmark your 401(k) plan.
As a plan sponsor, ERISA requires you to periodically benchmark your plan’s fees and investments against the market. Our free benchmark study provides clear, actionable documentation to verify your fiduciary compliance.
Why Benchmark Your 401(k) Plan?
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Fiduciary ComplianceDemonstrates procedural prudence under ERISA section 404(a)(1) in defending fee reasonableness.
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Fee TransparencyCompares total advisor and recordkeeper fees, TPA costs, and underlying fund expenses against peer plan averages.
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Investment ScorecardEvaluates fund lineup performance, risk metrics, manager tenure, and net expense ratios.
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Fast TurnaroundTakes less than 2 minutes of your time — our team handles the complex data modeling.
How It Works
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1. Request Study
Submit the short request intake form. Takes less than a minute.
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2. Upload Docs
Upload fee disclosures or statements via secure ShareFile portal.
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3. Receive Report
We analyze your plan vs market peers and deliver a custom report.
Charter Wealth Management is an SEC-registered investment adviser based in Raleigh, NC. This benchmarking study is provided at no cost and creates no obligation to engage our services.