We proactively serve sponsors of group retirement plans who value good governance, cost efficiency and powerful participation education.
Servicing: 401(k), 403(b), Profit Sharing Plans,
Cash Balance Plans, and Defined Benefit Plans.
Fund Evaluation and Selection
As a plan fiduciary, you are also responsible for selecting an appropriate range of investment options for your employees. We will:
• Analyze the investment behavior of your plan’s participants;
• Help ensure diversification of styles within each investment category;
• Assist in the final selection of investment options;
• Provide ongoing evaluation of the plan’s investment offerings
Questions on any of these services? Contact us and we’ll be happy to discuss our services, process, and the benefits of working with an Accredited Investment Fiduciary Analyst (AIFA®).
Plan Design and Provider Services
Plan Benchmarking
Fiduciary Governance
Fund Evaluation and Selection
Employee Education and Communication
