Auditing Your Executive Benefits

As a business owner myself, I understand the term audit makes your skin crawl.

However, if you are a shareholder and your company offers benefits, a successful plan audit of the products you use to fund your plan can add thousands or even millions of dollars straight back to you. How is this possible?

Most clients don’t understand their advisors don’t work for them, but rather their fiduciary responsibility is to the companies they work for. This means you don’t have full access to the entire provider market and you are limited to the plan features that they offer.

Doesn’t sound like a big deal? On average, our audit process averages over two million dollars of recovered assets for small plans and over five million dollars of recovered assets for mid-sized plans.

Yes, these found dollars go straight back to the bottom line and give shareholders equity or cash to use however they wish.

For less than a thousand dollars, you can utilize our Celent Research internationally award-winning technology for risk and wealth management, along with other technologies for your 401(k) comparisons, commercial P&C comparisons, succession planning, and more. Simply log on to, or call us directly and leave the heavy lifting to us.

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Bob Nienaber in helicopter holding cell phone that reads "benefitRFP"