Retirement Plan Health Check - Raffa Retirement
The Importance of a Healthy Retirement Plan
Given the nature of the regulatory environment, it is essential that an accurate measurement of a plan’s value exists. To meet this demand, Raffa Retirement Services has associated with the Center for Fiduciary Management and created the Retirement Plan Health Check. This comprehensive and sophisticated program will allow Raffa Retirement Services to provide qualitative plan statistics in a simple, straightforward format.
Our Plan Health Check Solution
The new Retirement Plan Health Check tool will allow Raffa Retirement Services to provide an unmatched offering to you in the form of a true and unbiased plan health breakdown. The Retirement Plan Health Check tool will allow Raffa Retirement Services to report on the “health” of a plan by presenting key plan attributes compared to a valid peer group, such as:
- Historic and age group-based plan participation, deferral rates and average account balances.
- Highly and non-highly compensated employee statistics.
- Age group segmentation and total participant contribution levels.
- Current and historic portfolio diversification data shown in total and divided by age groups.
- Aggregate plan performance.
- Plan fees.
- Ability to save historical results regardless of plan provider.
How to Get Started
To learn more, please contact Raffa Retirement Services at 240-403-2540, or e-mail us at firstname.lastname@example.org.