Call Our Team




Retirement Plan Analysis

Very often we see clients who have maintained a retirement plan for considerable periods of time without ever really knowing if they are getting fair and reasonable pricing.

As your plan assets grow, your pricing model should evolve.

Not surprisingly, we continuously see plans which are over-priced where the employer is not benefitting from better buying power in the vendor marketplace.  SIMA welcomes the opportunity to analyze the current plan and make recommendations for the future whether or not they include us.