1. Retirement Plan Assessment
- Evaluate Plan Design
- Document Review
- Investment Analysis
- Employee Communication Checklist
2. Retirement Upgrade
- Review Plan Objectives
- Recommended Upgrades
- Establish Performance Benchmarks
3. Fiduciary Guard
- Fiduciary Assessment
- Establish Investment Policy
- ERISA Compliance and Fiduciary Service Agreement
4. Market Monitor
- Vendor Analysis and Benchmarking
- The RFP Process
- Expense Analysis and Vendor Negotiation
- Service Contract Review
5. Financial Education
- Plan Investment Communication
- Fee Disclosure
- Employee Financial Education Meetings
- Individual Employee Guidance
6. Investment Monitor
- Fiduciary Due Diligence & Reporting
- Investment Analytics & Monitoring
- Plan Level Asset Allocation and Recommendations
Meet With Us to Get Started
