We work with Plan Sponsors to help navigate the ever-changing retirement planning landscape with specialized knowledge and a dedicated focus. Our experience will help you manage your fiduciary obligations and craft a customized and compliant plan that will empower your employees to achieve a comfortable and sustainable retirement. We will:
- Evaluate your current plan
- Assist with plan design
- Conduct a search for a new service provider
- Provide assistance in developing an Investment Policy Statement
- Execute quarterly investment manager selection and monitoring
- Educate participants regarding plan features and benefits
- Perform an annual plan review
- Provide co-fiduciary support