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Retirement Plan Tools

Addressing the Challenge

If you’re like most plan sponsors, you have many demanding challenges competing for your attention. CoreVision advisors work with retirement plans every day, and we will help save you time, effort, and worry. We bring the experience and tools that deliver value, help improve participant outcomes, and mitigate your fiduciary risks.

When you partner with an CoreVision advisor, we work together to create an optimal, tailored retirement plan configuration, helping you provide the best possible fit for your employees.

Fiduciary Best Practices

Fiduciary Monitoring System
Efficiently monitors your investment lineup, notifies you of changes in performance or criteria, and creates a customized investment policy statement.

Retirement Plan Health Check
Unbiased reporting on your plan’s health and value using key plan attributes in comparison to a valid peer group. Attributes may include age-based group deferral rates, average account balances, portfolio diversification by age group and in-total, aggregate plan performance, and more.

Industry Reports
Detailed report covering the annual PLANSPONSOR Defined Contribution Study of more than 5,000 plan sponsors in 28 industries.

ERISA Help Desk
Technical help and answers from industry experts, always within reach so your LPL advisor can tackle even the most complex questions and situations on your behalf.

Fiduciary Vault
Centralized storage for all plan-related forms and documents, including plan reviews, meeting notes, announcements, and more.

Enhanced Fiduciary Capabilities

Our tools are enhanced through a partnership with Fiduciary Benchmarks, Inc., a leader in plan benchmarking technologies.

Retirement Outcomes Evaluator
Provides a process that promotes better participant outcomes.

408(b)(2) Disclosure Tool
Produces fee disclosures in keeping with legal and regulatory standards.

PlanPoint, PlanProfile, and FeeChecker
Uses provider data that comes directly from the source to give you a more complete picture of fees, so you can make better decisions.

V2.1 Full Benchmarking Report
Helps you analyze the reasonableness of fees, rather than merely knowing what they are.


Prudent Fee Management

Expense Analyzer
Provides clarity on plan fees by generating a cohesive analysis and report. Shows immediately whether the plan’s fee structure is competitive.

Fee Comparison and Analysis Evaluation
Creates a comprehensive fee-analysis overview covering total plan fees, including those for investment management, record-keeping, and advisor/ consultant—as well as plan benefits and features.

Investments Best Suited to Your Needs

Investment Due Diligence
Timely research reports from the LPL Financial Research Team, compiling precise quarterly reports to keep your advisor up-to-date on funds and the market.

Fund Lineup Comparison Tool
Compares up to five service provider portfolios for fees and performance, demonstrating relative strengths and weaknesses of fund options.

Plan Advice Manager
Evaluates plan’s investment lineup and identifies funds that should be included on the “watch” and “replace” lists, based on the plan’s investment policy statement and selected fund parameters.

Interested in learning more about what we offer our clients?

Contact Us