Employing multiple benchmarking solutions, we provide employers comprehensive reporting to cut through the confusion and frustration of selecting and monitoring retirement plan providers. Our proprietary Provider Fee and Qualitative Analysis not only incorporates apples-to-apples financial bids for your plan, but it also includes a Qualitative score and ranking for each bidding provider.

The Department of Labor requires that plan fiduciaries understand their retirement plan fees and services, and document their belief that their plan is fairly priced for the services received. Our process incorporates both quantitative and qualitative factors to make it easier for plan sponsors to meet this fiduciary obligation.

We know that one size does not fit all, so our independent approach is to help plan sponsors find the right provider partner for their plan and monitor the pricing and services of that provider on an ongoing basis.

Our Retirement Plan Advisors

Selecting the right benefits takes a broad understanding of industry trends and regulations. SevenHills Cleveland Benefit Partners has the advantage of collective industry experience and resources with Pensionmark Financial Group. Equipped with an independent perspective, our advisors are able to provide objective guidance to help clients achieve their business goals.

Our Retirement Plan Advisors

 

Tony Black, RPA, AIF
Tony Black, RPA, AIF

CEFEX-Certified Retirement Plan Advisor


Matt Voecks, RPA, AIF
Matt Voecks, RPA, AIF

CEFEX-Certified Retirement Plan Advisor





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