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