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Case Study: Benchmarking Plan Fees

Writer: CSi Advisory ServicesCSi Advisory Services

Updated: Oct 28, 2022

CSi is committed to educating plan sponsors about the costs of their company's retirement plan, so that plan committees can make informed decisions and feel confident that the fees associated with their plan are reasonable.


With our extensive knowledge of the plan marketplace, we help to evaluate retirement plan service providers. CSi is provider agnostic and are impartial and independent in our process to evaluate the features, tools and fees. We provide a comprehensive search process to assist in your fiduciary responsibilities of selecting and monitoring your service providers.



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Indianapolis, IN 46240

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Phone: (317) 844-3256

Email: info@csiadvisoryservices.com

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Securities are offered through LPL Financial.  Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners and HUB International are not affiliated with LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IN, IL, DE, OH, KY, FL, NJ, PA, MD. ME. VA, NC, CO, MS, IA, LA, WY, OR, AL, MO, GA, CA, TN.

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