We Service the Global Market. Toll-Free 888.873.1982

Retirement categories PolicySmart will review?

September 15, 2022

  • Sub-Transfer Agency Fees
  • Retirement Plan Benchmarking
  • Retirement Advisory
  • 401(k)s, 408(b)2s, 403b
  • Defined Benefit or Defined Contribution Plans
  • Employee stock ownership plans,
  • E-sourcing – The CMR Database®
  • Department of Labor (DOL) audits and ERISA compliance
  • Cross industry benchmarking data for 401(k), 403(b) & 457 plans (including Safe Harbor and Roth) Profit-Sharing Plans (including customized allocation formulas)
  • ESOPs
  • Section 125 Cafeteria Plans
  • (Employee Retirement Income Security Act)
  • Retirement Procurement Services
  • Investment policy statement (IPS)
  • Mutual Fund Share Classes
  • Fiduciary Liability Insurance review
  • Fiduciary assessment report
  • Record keeping fees
  • Expensive ratios
  • 408(b)2 fees
  • Union or Non-union plans
  • Retirement plan audit
  • Due-Diligence for Private-Equity
  • International Retirement Programs
  • Transactional Liability – Representations & Warranties
  • Retirement Spend Analysis

About CMR | PolicySmart®

CMR & Associates’ risk management consultants provide independent group benefits, retirement and insurance advice by reviewing your current plans to improve coverage and reduce cost. Through CMR’s proprietary database – The CMR Database® (comprised of some 13,000 brokers and specialists globally), we maximize access to the insurance and retirement industry for greater options that will translate to better coverage and lower cost.