Services
3(21) Services
Delivery of ERISA fiduciary risk management services for defined contribution retirement plans.
Asset Allocation
Diversification of an investment portfolio across a variety of investment types with different risk and return characteristics.
Fee Benchmarking
Periodic assessment of the competitiveness or appropriateness of fees charged by investment managers.
Plan Sponsor Education
Periodic updates on retirement-plan-related issues and developments and best practices for retirement plan committee members.
Audit File Support
Assistance in gathering and organizing all documents necessary to prove the prudent management of your plan.
Participant Advice
One-on-one engagement with retirement plan participants to answer their important questions about retirement saving and investing.
Investment Policy Statement
Assistance with the creation and execution of documents governing selection of plan investments and their ongoing monitoring.
Investment Menu Design
Identification and structuring of appropriate investment options to be included in a defined contribution plan.
Fund Monitoring & Reporting
Quarterly assessment of investment manager or portfolio returns and risk relative to peer groups and indexes.
Fund & Manager Search
Identification of investment funds fitting a particular profile for inclusion in a retirement plan’s investment menu or endowment’s investment strategy.
Record Keeper & Custodial Search
Process oversight and assistance with identifying and selecting a retirement plan record-keeper & Custodians.
Non-qualified Compensation
Development of supplemental retirement savings plans to recruit, reward, and retain key employees.
Plan Design Benchmarking
Analysis of key defined contribution plan features that drive costs, competitiveness, and employee retention.