Our role is to provide top-level guidance to your company’s management on all aspects of plan operations. Whether you are converting your plan, changing one or more service providers, updating your investment menu, or fine-tuning your plan on an ongoing basis, our services help cover the three key areas of concern of your plan.
Maximize Plan Efficiency
Every plan sponsor has unique goals and objectives. As your dedicated consultant, we will create an ongoing service plan specific to your needs. The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. On an ongoing basis, your relationship manager will examine your plan design with ideas to improve participation and operational efficiency.
- • Vendor Benchmarking Analysis
- • Provider contract review
- • Provider pricing re-negotiation
- • Plan conversion guidance
- • Plan design analysis and Plan Review
- • Compliance checklist
Protect Against Loss
We can help navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements. Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.
- • Investment Policy Statement
- • Fiduciary Investment Review
- • Scorecard fund ranking
- • Quarterly Market Summary
- • 404(a) / 404(c) guidance
- • Customized online report access
