Comprehensive Services for Employer Sponsored Retirement Plans
The sponsor of a retirement plan needs to consider the significant degree of fiduciary responsibility that comes with offering a retirement benefit to employees. With an array of services, we can help plan sponsors understand the scope of their responsibilities, maintain compliance with applicable rules and regulations, and offer a dynamic retirement benefit, while allowing you to concentrate on successfully running your business.
Fiduciary Support
Our detailed due diligence process is designed to help manage your fiduciary risk. From assistance in establishing and abiding by an investment policy statement, to documenting analysis and decisions, to identifying areas for improvement, our process is designed to assist Trustees, plan committees, and other plan fiduciaries to take actions that are prudent and in the best interests of plan participants.
Benchmarking & Request For Proposal (RFP) Services
Our detailed due diligence process is designed to help manage your fiduciary risk. From assistance in establishing and abiding by an investment policy statement, to documenting analysis and decisions, to identifying areas for improvement, our process is designed to assist Trustees, plan committees, and other plan fiduciaries to take actions that are prudent and in the best interests of plan participants.
Investment Oversight
Optimize your investments with our advice and guidance. Serving as your plan’s investment consultant, we assist in selection, monitoring, and recommending plan investments that are appropriate for your employee demographics while remaining compliant with your Investment Policy Statement.
Plan Design Assistance
Your retirement benefit should be in line with your organization’s goals. Our thorough review process will address compliance requirements and ensure it is administered in accordance with all plan documents.
Vendor Liaison
Serve as the intermediary between the plan sponsor and all service providers for administrative tasks that arise. Ensure a successful transition when replacement of service providers is warranted.
Participant Education
Customizable on-site education programs to inform and engage employees to save for retirement. Programs are designed to help improve the employees’ understanding of overall financial health and to stay on track for their retirement savings goals.
