Retirement Plan Services

Our role is to provide top-level guidance to your company's retirement plan committee on all aspects of plan operations. We will perform the following in each of these 3 areas:

Investment Oversight:

  • Manage the plan's investment offering with an Investment Policy Statement

  • Assist with final selection of investment options

  • Regular review of fund lineup performance with plan committee

  • Diversify styles within investment categories

  • Analyze investment fees and expenses

Risk Management:

  • Evaluate the objectives of your plan and review plan design

  • Monitor the fiduciary risks that affect your plan

  • Develop and assist in plan committee maintaining fiduciary file

  • Benchmark service providers

Participant Education:

  • Design and implement an effective participant education program

  • Help your employees better understand planning and saving opportunities

  • Evaluate automated plan design strategies to increase participation

  • Educate all eligible employees on all aspects of the plan's features

  • Deliver ongoing assistance and education for employees