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Case Study: Benchmarking Plan Fees

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.



Download Case Study Here:

CSi Case Study Retirement Plan Fees
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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 CSi Advisory Services a registered investment advisor. CSi Advisory Services and LPL Financial are separate non-affiliated entities. 

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.