Lower Retirement Plan Costs Without Compromising Benefit Quality

Fees Reduced From

Unlock hidden savings with our powerful benchmarking and plan analysis tools—no need to switch providers

Plans Benchmarked

Vendor Specialists

We have meticulously analyzed thousands of 401(k) plans across diverse industries, providing objective, fiduciary-driven insights you can trust.

Plan Options Accessed

Tap into our expansive proprietary database of retirement vendors and advisors to gain market intelligence beyond localized efforts, delivering strategic insights and cost-effective solutions

A Process Engineered for Fiduciary Clarity and Confidence

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Transparent Plan Review

Get a clear, data-driven look at your 401(k). We assess vendor/advisor fees, performance, and risks and benchmark against peers using our exclusive CMR Database®.

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No Vendor Change Required

There is no need to change your vendor advisor or recordkeeper. Our role is purely advisory—we provide you with the leverage and clarity necessary to renegotiate, restructure, or optimize your existing relationships.

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Fee + Fund Analysis

We identify concealed fees, overpriced investments, and instances of fund underperformance, providing your C-Suite with a comprehensive, actionable report that outlines potential savings opportunities and compliance risks.

Testimonials

As a Partner at Aurora, we engaged PolicySmart to assess the Group Benefit premiums for our portfolio companies. The resulting savings amounted to millions. We were impressed by PolicySmart’s independent approach—unlike brokers who sell products, they leverage their proprietary database to offer unique industry resources and insights.

Partner, Aurora Capital John Mapes

As the Director of Collections at The Whitney, we sought an independent risk management consultant to evaluate our Fine Art and Property/Casualty policies. After a successful initial engagement, we partnered with PolicySmart to achieve substantial savings on our medical insurance premiums!

Director of Collections, The Whitney Museum Nancy McGary

We engaged PolicySmart's services to conduct an independent audit of our USA Property/Casualty policies after a longstanding relationship with our brokerage. The audit revealed substantial policy gaps and a 35% overpayment, which PolicySmart successfully addressed and resolved.

Director of Operations, Natixis Larry Lorber