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Is Your 401(k) Costing You More Than It Should?

Get a free, side-by-side benchmark of your retirement plan’s fees, services, and fiduciary structure—compared to plans just like yours.

Benefits of Benchmarking

  • Identify hidden or layered fees

  • Compare your plan to others your size

  • Uncover fiduciary and compliance gaps

  • Improve employee participation and outcomes

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What you will receive:

  • Fee Analysis
    Understand what you’re paying and where costs may be reduced

  • Fiduciary Review
    Identify potential gaps in oversight and compliance

  •  Investment Evaluation
    Compare your lineup against best-in-class alternatives

  • Participation Insights
    See how your plan stacks up in employee engagement

  • Actionable Recommendations
    Clear next steps to improve your plan

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and EightPoint Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, FL, MD, NC, NJ, OH, PA,  TX, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

The content herein is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this content was developed and produced by outside sources to provide information on topics that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EightPoint Financial. The material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

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