Let us show you

Our Plan Scorecard follows a proven process to provide insight into your current plan. We will provide you with a measurable report on every aspect of your plan to show you where it’s working well and areas in need of improvement.

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How well does the plan operate administratively?

Are participants on track for adequate retirement income?

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Is the plan’s cost structure reasonable?
Retail vs. wholesale – which are you?
Do you have the best investments available?

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Does the plan conduct an annual independent fiduciary evaluation?
How well prepared is the plan for a DOL audit?

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How does your plan stack up against a competing employer? 

The Infinitas Difference
  • 401(k) plans
  • 403(b) plans
  • Profit sharing
  • Defined contribution plans
  • Non-qualified plans