Takes clients through a thorough examination of their existing 401(k) plan in order to decrease employee and employer costs, maximize plan performance and reduce fiduciary liability, all in a customized, documented and measurable process.

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The scorecard is a comprehensive and robust investment analysis tool which is translated into a 10 point numerical scoring system that is easily interpreted and implemented. The scorecard provides for an independent review of the plan investments and achieves three main objectives:
1. Enhance investment opportunities
2. Manage and control risk
3. Reduce fiduciary liability

Scorecards are provided quarterly, along with semi-annual meetings with the investment committee.

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor. Cash and Associates, PA is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.