Retirement Plan Services

FREE
PLAN CONSULTATION

FREE
FUND EVALUATION

FREE
SAMPLE FUND ANALYSIS

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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