Rekon 401(k) Provider Profiles are clear and concise summaries of information about retirement plan providers. Conducting due diligence on a 401(k) provider could take hours, or even days. The Rekon 401(k) Provider Profile summarizes key data and features. Each 401(k) provider profile includes product names, resources, hyperlinks, and brief details.
A provider may have numerous 401(k) platforms and educational resources. Who has time to review them all? We do!
Our research analysts spend hours clicking on every link at the 401(k) provider’s site, downloading and reviewing every brochure, and interviewing wholesalers and 401(k) product managers. We find answers to questions a financial advisor would ask.
For example:
- What is unique about you (the 401(k) provider)?
- What are your most popular advisor, plan sponsor, and participant resources?
- How are advisors currently working with you?
- What support do you offer?
Rekon Provider Profiles are available for bundled providers, third party administrators, and investment only providers (DCIO). We expect to profile over 100 providers by mid-2010.