• Promote your value to your sales force of advisors by providing critical reporting and due diligence capabilities for their existing clients or prospects!
• Reduce your compliance risk.
• Provide a single support tool, or Private-label the complete 401kExchange suite of prospecting and support services.

iScout Benchmarking: The perfect investment reporting and comparison tool for new plan sponsor prospects. iScout Benchmarking provides retirement plan advisors a side-by-side comparison of a plan sponsor’s incumbent fund choices and styles with a proposed alternative. Each report comes presentation-ready and is designed to promote a discussion of investment alternatives, fiduciary responsibilities, and overall plan quality. Advisors can load their logos as well as the sponsors’, and can include information about their advisory firm and insights about the investment menu.

iScout Benchmarking offers a complete four-part investment comparison and review:

• Sample Investment Policy Statement
• Comparison of the existing fund selections vs. proposed alternatives with simple “pass or fail” grading.
• A comparison of existing fund styles vs. a proposed alternative.

A list of key plan quality, service and fiduciary questions designed to promote thorough examination and discussion of incumbent plan quality.

iScout Due Diligence: Designed for the management of existing plan sponsor clients, advisors use iScout Due Diligence to provide periodic monitoring, management and reporting capabilities for all their existing DC clients. Advisors simply input the investment selections of their existing accounts once into our proprietary web-based system, and iScout Due Diligence monitors the health of the investment choices, provides reports upon request, and even notifies advisors if there are investment matters that require their immediate attention.