Our Expertise

Industry Benchmarking

Moneta will examine all documents and procedures including the plan document, summary plan description and vendor services to determine potential opportunities to:

  • Decrease the burden of plan administration for your company’s personnel
  • Increase effectiveness of hard-dollar expenses borne by the company
  • Improve the probability of positive outcomes for participants
  • Mitigate non-discrimination testing issues
  • Enable key employees to maximize their tax-advantaged savings