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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