Plan Design Analysis and Benchmarking

Many retirement providers offer either fully or partially bundled plans.  At KELLY Advisory, we provide a “Best Practices” approach where the plan is designed specifically for a particular company, based on their individual needs. The advantages of Best Practices include:

  • Fiduciary risk management
  • A sound, prudent and defendable investment process
  • Independent investment advice
  • Total expense disclosure by providers
  • Flexibility to obtain the most appropriate plan