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  Retirement Plan Audit From Roussel & Associates
 

Is your Retirement Plan vendor right for your company? Our Retirement Plan Audit will allow you to compare your current plan with over 100 different retirement plan vendors. This audit includes an excutive summary, details on the service provider and the plan administer, and a complete analysis of the investments available.
 

View and print a sample Plan Audit

View and print a sample Investment Analysis (offered by Retirement vendors)

Retirement Plan Partners
   
 

Yes, we would like a free plan audit. (Required fields * )
 
 
 
Name: *   E-mail: *
Company name: *
Address: *
Address:
City: *
State: *  Zip: *
Phone: *  Fax:
Prefered communications:
   
Plan Overview:  
Total # of employees:  
Total # of plan participants: 
Total plan assets $
Estimated annual contributions: $ (include employee and employer paid)
Type of plan:  
Administration:  
Current administrator:  
Estimated annual plan costs billed to employer: $
Comments about current plan :  
Investments:  
Name of investment options by fund family:
Types of funds/shares currently offered:
Communications:
  
One-on-One Enrollment Meetings:  Yes   No
Record Keeping:  
Internet Access: Yes   No
Account valuation frequency:
Recordkeeper same as administrator? Yes   No

 
 


     
   
 
 
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