Benefit Plan Consulting Services

Midwest Agency Benefit Planners, LLC offers comprehensive benefit plan consulting services including, but not limited to, the following steps:

Step 1 – Plan Review – In-Depth Examination

Step 2 – Benchmarking Studies – Comparison to Industry

Step 3 – Market Appraisal - Review and Vendor Search

Step 4 – Implementation – Installation of New Plan or Execution of Changes

Step 5 – Investment Fund Monitoring – Performance and Expense Review

Step 6 – Investment Policy Statement – Guidelines and Process

Step 7 – Education/Communication Plan – Development and Assistance

Step 8 – Additional Services – Oversight and Plan Maintenance