Broker Check

401(k) Plan Scorecard







Get Your Free Report

It’s important to keep on top of your corporate 401(k) as things change. How well is your Plan doing? Find out now with our free scorecard report. You'll learn how your Plan is working. Edelman Wealth Management will conduct a 3-part report for you consisting of the following.:

COMPARISON

COMPARISON

A COMPARISON on your Plan’s quality and features to let you know where you stand in relation to similar businesses.

ANALYSIS

ANALYSIS

An ANALYSIS of your 401(k) to help you understand how your

investments are performing in the current market environment.

SCORE

SCORE

Your overall 401(k) Plan SCORE.

What’s Next?

Our Benefits Plan Specialists can offer Tips on how to improve your Plan numbers, Plan design, as well as optional Employee 401(k) Education sessions.

Submit the form below to find out your corporate 401(k) Plan rating and how we can help support your efforts.

Get Your free 401(k) Plan Scorecard

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