Benchmarking Benefits & Success

At Chase Dominion Advisors, we combine our experience in retirement plan services with your specific objectives to develop a retirement program that seeks to meet your business needs while helping your employees pursue their important retirement goals.

We provide you with comparisons of Plan data.  Our benchmarking reports cover plan design options, service options available to the employer and employees, and the range of costs associated with various services per provider type.  We help you identify fees and other costs borne by the Plan for investment management, recordkeeping, participant education, participant communication and other services provided with respect to the Plan.  With access to sophisticated benchmarking and investment tools and independent research, we are able to examine a broad range of providers and generate detailed reporting and comparisons.  Our reporting is customized to companies of similar size and industry.  These benchmarking reports are delivered annually to ensure your plan is operating in line with plan trends across the country.

We assist you with the preparation, distribution and evaluation of Request for Proposals, finalist interviews, and conversion support.

• We are both vendor and investment neutral which allows us to act as true independent consultants.
• We work with industry-leading retirement plan services providers and plan administrators to help meet a broad range of retirement plan needs.