Retirement Plan Services

We have all your plan needs covered!

Investments

• Fee-Only RIA
• Investment Policy Statement Creation and Maintenance
• Investment Due Diligence, Selection, Replacement, & Active Monitoring
• Fund Menu Design Customized to Participant Census Data
• Target Date Fund & QDIA Analysis, Selection, & Monitoring
• Investment Committee Governance Support
• Investment Benchmarking & Fee Evaluation
• Quarterly, Semi-Annual, & Annual Investment Reviews
• Custom Plan Models
• Co-Fiduciary 3(21) & 3(38)

Participation Services

• Plan Enrollment
• Education & Financial Wellness Program Strategy
• Group Employee Education
• One-on-One Employee Meetings
• Quarterly Newsletter & Financial Articles
• Risk Tolerance Evaluation
• Pre-Retirement Counseling
• Participant Hotline

Corporate Advisory Services

• Plan Design
• Comprehensive Plan Review
• Request for Proposal Support (RFP)
• Fee Benchmarking & Expense Analysis
• Fee Negotiation
• Audit Support
• Establish Fiduciary Roles & Functions for Committee Members
• Record Keeper, Third Party Administrator, & Custodian Search and Due Diligence
• Vendor Transition
• Vendor Management & Issue Resolution
• Support Plan Committee Governance
• Establish Fiduciary Processes and Procedures
• Fiduciary File & Document Maintenance
• Fiduciary Outsourcing
• Employee Stock Ownership Plan (ESOP) Consulting
• 404 (c) Compliance Monitoring
• Service Provider Fee Disclosure ERISA 408(b)(2) Review
• Participant Fee Disclosure ERISA 404(a)(5) Review
• Merger & Acquisition Consulting

Third-Party Services

• Fiduciary Assessment
• Fiduciary Certification

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