Analyze Your Existing SERP

How is your current SERP performing? How good a job is your current provider doing keeping you informed on performance and alternative options? Certain plan providers offer plans with mediocre underlying investments that auto-renew periodically. These investments are often fee-heavy and perform poorly. That is probably why you're not hearing from your plan provider; they are usually better off if you leave your plan alone.

You may not be as stuck with your sub-par SERP as you think. With a SERP analysis, we can tell you how your plan is performing compared to what it could be doing, and present you with reasonable exit strategies if you want to move to something more competitive. A bump-up in your service levels and compliance improvements are likely to be another bonus with this type of change.