Complimentary Retirement Plan Benchmarking

Edge Wealth Management uses an independent plan benchmark service to compare your plan to similar retirement plans of size and industry.  Plan Benchmarking will compare: 

  • Plan Fees 

  • Plan Services Offered 

  • Plan Design 

  • Investment Comparison Review 

If you are interested in completing a complimentary plan benchmarking review please send an email to: contact@edge-wm.com