Reinventing Retirement Benefit Consulting, Realizing Results

SRG's Performance Index Benchmarking System can help you solve some of these typical challenges

What we benchmark

What questions it answers

Plan Design

Does the retirement plan design reflect changes in the workforce and in management philosophy since it was established?

Fiduciary governance

Am I meeting my fiduciary obligations?


Am I providing the right mix and quality of investment choices?

Target Date Investment Option

Is the qualified default investment alternative (QDIA) meeting the needs of my employees?

Stable Value and Guaranteed Options

What is the quality, structure and rate sensitivity of the plan’s stable value option?

Asset allocation

Are participants properly diversified?

Participant  behavior

Is the plan driving the desired participant behavior?

Vendor services

Is my service provider providing the services I need to efficiently administer the plan?

Plan expenses

Do your service providers deliver the right amount of value for the cost?

Retirement health

How do I define success in my retirement plan?