Overview

HELP KEEP YOUR RETIREMENT PLAN ON COURSE 

Fiduciary Management & Oversight 

Contractual sharing of fiduciary role
Establishment of investment process
Maintenance of plan documentation

 


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Vendor Search & Plan Benchmarking

Benchmarking of plan costs, services, and investment options

Provider search, selection, and implementation

 


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Investment Expertise

Investment Policy Statement creation
Investment selection and monitoring
Qualified Default Investment Alternative (QDIA) review


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Participant Services

Asset allocatoin and investment advice
Customized employee communications
Group and individual education meetings


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Plan Design

Review of plan eligibility and distribution
Provide contribution modeling and analysis
Ensure compliance with legislation

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Why We're Different

Our Independence
The AIF® Designation


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