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Plan review services
Plan review home

What is covered in our review?

Plan Fee Review

Plan Investment Review

Plan Administration Review

Plan Education Review

Plan Service Level Review

Fees for plan review

 

Basic review: $1,500

What's covered 

Administrative evaluation and compliance review: $2,500

In addition to the information provided in our basic review we will go over prior discrimination tests and plan census information to determine how extensive the testing was and whether any money returned to highly compensated individuals could have been avoided.