Benchmarking during the initial planning process involves a thorough review of what type of company retirement plan might most benefit your organization based on its structure and executive and employee makeup. Later on, ongoing benchmarking will require a regular examination of service providers, the funds included in your plan’s menu, and fees being paid so that as the employer or “plan sponsor,” your fiduciary duties are being met. At PCIA North Texas, we will help you ensure that your retirement plans are compliant and that they are performing in a way that will help you achieve your tax-advantaged retirement goals for yourself as well as your employees, whether you have a 401(k), SEP IRA, SIMPLE IRA or some other type of qualified plan.