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Get started by contacting one of our specialists.
Investment Monitoring
Constant data and advice each step of the way

A single source for all of your retirement plan needs
Independent benchmarking reports from industry leaders
  Plan Evaluation
First Southeast 401(k) Fiduciaries, Inc. uses reporting analytics from the most respected companies in the industry, as well as proprietary analytics. We believe in un-biased consulting, and using independent industry leaders helps assure our reports to you remain un-biased. We will benchmark your plan to other companies with plans comparable to yours.		  
  Fees
There may be many services offered in regards to your plan, and each may have a separate fee associated with it. We strive for fee’s to be reasonable, and that you understand them.		  
    Plan Design
Not all plans are created the same. Some plans may require an excessive level of complexity, while others may not need to incur the increased expense with a complex plan. We have the experience to evaluate your plan design, and compare it to similar plans.
    Investments
At the heart of any retirement plan are the investments. Having appropriate investments in the plan is one of the most important aspects of running a successful corporate retirement plan. Fund expense can be complex. We’ll unwrap the layers to understand exactly what the fees are, and how they compare to other plans like yours.
  Participant Success
The bottom line is the success of your employees in reaching their retirement savings goals. We measure this success by looking at participation rates, deferral rates, as well as several other key indicators.
First Southeast 401(k) Fiduciaries, Inc.
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