A complete consulting system for retirement plan advisors. Five integrated tools that move a plan sponsor from initial discovery through purpose definition, fee analysis, governance review, and participant Key Purpose Indicators — accountability that is tied to the plan's stated purpose.
Guide a plan sponsor from initial discovery through purpose definition, outcome mapping, fee analysis, governance review, and participant Key Purpose Indicators — in a single, connected session.
Enter plan fee data and rate seven participant outcome metrics. The validated RFR algorithm produces a score from 0–100 with a rating label, interpretation, and a downloadable Fiduciary Insights report.
Side-by-side comparison of the annual employer cost for a 40-year-old vs. a 65-year-old employee. A self-funded toggle reveals the 3x healthcare claims differential that makes retirement plan investment a cost-containment strategy.
A three-act narrative presentation designed for the first meeting with a plan sponsor. Introduces the Plan Values framework through interactive flip cards and asks the sponsor to identify their primary organizational value.
Begin with the Plan Purpose Overview in the first meeting to introduce the framework. Use the Plan Purpose System in the discovery session to build a purpose statement and map outcomes. Use the Fee Value Placemat for the 60-minute evaluation. Use the Employer Cost Comparison when discussing the business case for improved retirement benefits with self-funded employers.