Retirement Plan Sponsors have a tremendous responsibility to provide their employees with a retirement plan that is designed to maximize the benefit to the participants, while at the same time working efficiently for the company as a whole. With this in mind, we can help Plan Sponsors design a retirement plan that will align with their goals and objectives.
As a 3(21) or 3(38) fiduciary investment adviser, we can provide you with the following services:
- Service Provider Analysis, Selection Support and Liaison
- Investment Menu Selection and Monitoring
- Assistance in Creating and Maintaining an Investment Policy Statement (IPS)
- Enrollment/Participant Education Meetings
- On-going Investment Recommendations
- On-going Investment Monitoring/Annual Review
- Quarterly Communications
- Benchmarking Recordkeeper Fees
