See exactly where your 401(k) plan is exposed, in 2 minutes
Eleven fast yes/no questions reveal how exposed your 401k plan really is. Fees, documentation, ERISA duties, and advisor status. Get a clear read in minutes.
Free. Private. No obligation
If you can't measure your fiduciary exposure, you can't manage the risk you're personally carrying.
Built by fiduciary specialists, not salespeople
We spend our days advising plan sponsors, trustees, and investment committees on the duties they carry under ERISA. Time and again we saw the same pattern: good people managing plans with quiet, avoidable exposure they never knew existed.
This scorecard distills the questions we ask in a full plan review into a short, honest self-check. No pitch, no jargon. Just a clear read on where your plan stands and what deserves your attention first.
ERISA grounded
Every question maps to a real fiduciary duty, not a marketing checklist.
Independent view
We are not tied to your current providers, so the read is unbiased.
Clarity in three simple steps
- 1
Answer 11 Yes/No questions
Quick prompts covering your role, documentation, fees, and advisor arrangements.
- 2
Get your risk tier
See instantly whether your plan lands in the Low, Medium, or High risk band.
- 3
Know your next move
Understand exactly where your exposure sits and what to address first.
Find out where your risk level really stands
Take the assessment now and see your fiduciary risk level in minutes.