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When we were engaged we started by benchmarking plan fees. We were able to reduce recordkeeping fees by 20%. Additionally, we restructured the investment lineup to levelize recordkeeping and advisory fees in the plan by utilizing Institutional share classes and Collective Investment Trusts (CITs). We provided onsite education to explain the plan changes to employees and educate them on the benefits of the plan.

20%
Reduction of
recordkeeping fees
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Does active management still have a place in 401(k) plans in a world of "index" investing
This White Paper discusses recent U.S. Department of Labor (“DOL”) emphasis on the impact...Read More

How do you meet your Fiduciary Responsibility under ERISA?
To meet their responsibilities as plan sponsors, employers need to understand...Read More

Are Americans saving enough for retirement?
Income is becoming less predictable, thanks in part to new employment models. Health care costs are increasing, and so is longevity...Read More
Simplify daily administration & investing
Accelerate Retirement has the resources and expertise to take on every aspect of plan management. We support your retirement plan by providing all of the tools necessary to fulfill your fiduciary responsibility:
- ERISA compliance support in the form of access to a team of formerly-practicing ERISA attorneys
- Our Fiduciary Diagnostic™ that outlines plan management responsibilities, uncovers existing gaps in ERISA responsibilities, and documents completion of required tasks
- 20+ fiduciary education modules outlining fiduciary responsibilities and how to implement prudent processes
- Meeting summaries/minutes outlining key discussions, decisions, and follow-up items
- Our Proprietary Fiduciary Briefcase™ where we organize and store your plan’s documents, processes, reports, and meeting minutes in a secure online filing system
- Strategic partnerships to reduce the risk of liability and save you time on processing payroll for your retirement plan contributions
- Ability to serve as a 3(21) or 3(38) named fiduciary
Related Articles

Does active management still have a place in 401(k) plans in a world of "index" investing
This White Paper discusses recent U.S. Department of Labor (“DOL”) emphasis on the impact...Read More

How do you meet your Fiduciary Responsibility under ERISA?
To meet their responsibilities as plan sponsors, employers need to understand...Read More

Are Americans saving enough for retirement?
Income is becoming less predictable, thanks in part to new employment models. Health care costs are increasing, and so is longevity...Read More
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