To choose a suitable retirement plan, Financial Management Network partners with you to understand your organization’s unique needs. There are many factors to consider when selecting a Record Keeper. Financial Management Network’s experienced team will assist you through a selection process that benchmarks prospective record keepers based on a number of quantitative and qualitative factors.

  • Open architecture investments
  • Active and Passive investments
  • Target Date Funds
  • Low Fund Fees
  • Top Retirement Tools and Support
  • Education Material
  • Website Effectiveness
  • Ease of Administration
  • Negotiable Plan Fees
  • TPA integration
  • Payroll integration
  • Fiduciary Assistance Services