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Fund Performance Reports

Fund Performance Reports provide a graphic analysis of a plan's fund performance and alternate fund recommendations - for closing plan takeover opportunities and influencing the selection of funds.

Customized Case
Design

401kExchange's Customized Case Design service increases your win rate with competitive analysis, price negotiation, and custom proposals to help close cases. 401kExchange's retirement experts do the research, due diligence, and plan sponsor prospecting to better enable you to focus on closing the deal.

For any given case, there are at least ten providers that should be evaluated. The key is to narrow it down to the best three. You have now begun the customized case design process - getting the best price and services for your client. Now let us do the work for you.

Your Proposal is only as good as the research

In-depth market analysis, price negotiation, marketing and proposal writing are required for successful proposals. Customized Case Design leverages our powerful knowledge base, research and online exchange to create winning proposals.

Establish Credibility with the Sponsor

Retirement consultants provide the expertise so plan sponsors can give full attention required in sponsors in the plan selection process. 401kExchange keeps up with pricing and product changes, maintains an online provider directory, and competitive pricing data taken from over 3,000 custom cases.

Increase your Win Ratio with Proprietary Pricing

We negotiate with providers to get the absolute best price. Our national presence and economies of scale help us get a better price from providers. When we request a quote, you will know the plan sponsor is getting the best market price available.

Be fully prepared

401kExchange retirement experts will supply you with:

- Customized Fund Performance Review of Current Plan		- Marketing Support
- Competitive Analysis and Pricing		- Advisor Standard Service Contract
- Sample Investment Policy Statements

Receive Independent Third Party Validation

Our retirement experts take plan sponsors step-by-step through the report. We serve as the "independent third party" for your case. The customized Provider Comparison Report includes investment performance information important (and impressive) to plan sponsors.

Focus on what you do best

401kExchange Customized Case Design enables you to spend more time in front of potential clients. You get the RFP and our retirement experts do the rest. We know more than your competitors and have perfected techniques to help plan sponsors get the best plan, which will in turn put you in a better position to win cases.

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