What to review in your current plan:
- Fees & services: total admin + investment costs vs. service quality.
- Participant experience: usability, advice tools, education results.
- Investments & IPS: lineup quality, share classes, QDIA fit, IPS adherence.
- Fiduciary process: documentation, meeting cadence, ERISA compliance.
How Clarity Wealth streamlines the transition:
- Switching checklist & timeline with required notices and blackout communications.
- Data + asset mapping from old funds to the new lineup & QDIA.
- Advocacy & communication as your single point of contact with providers.
- Better long-term fit via pricing negotiation, SLAs, auto-features, and governance.
