Plan Level Benchmarking Simplifies the 401(k) Provider Review Process for Employers

The retirement plan provider review process can be time consuming, confusing, and frustrating.  All too often, standard vendor-provided proposals do not include enough information to determine administrative, record keeping, compliance, and employee communication services and standards. Furthermore, total plan costs may be impossible to determine from  the proposals.

Flautt Hare Davis is your  outsource partner in the plan provider review process. We use the SearchPro Plan Provider Review Process, which enables plan sponsors to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor. Flautt Hare Davis LLC and IFP are separate entities from LPL Financial.

750 Old Hickory Blvd., Suite 1-115, Brentwood, TN 37027 Phone: (615) 386-9960 Fax: (615) 297-7806 Email:

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