Platform Selection

Platform Selection

One of the first choices you will have to make for your retirement plan is: What platform should we use? Retirement plan platforms, often referred to as “recordkeepers”, are not one size fits all.

The services, features, capabilities, reporting, and pricing all vary greatly by platform, and it is important to evaluate multiple platforms to find the right fit for your particular plan, based on number of participants, projected growth, plan assets, and participant sophistication.

We work agnostically with every major platform provider, understand the relative strengths of each, and will help you make the right choice the first time.