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Retirement plan solutions
Falbaum Crowley Investment Group
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About
About our team
Our focus
Wealth management approach
Portfolio Focus
The RBC Wealth Management difference
Resources & Insights
Market commentary
Offerings
401(k) plan reviews for employers
Retirement income planning
Women and wealth
Business owner financial services
Retirement plan solutions
Insights
Contact
rbcwealthmanagement.com
Sign in
Important information
Home
About
About our team
Our focus
Wealth management approach
Portfolio Focus
The RBC Wealth Management difference
Resources & Insights
Market commentary
Offerings
401(k) plan reviews for employers
Retirement income planning
Women and wealth
Business owner financial services
Retirement plan solutions
Insights
Contact
Our services include:
Investment Committee Review:
Defining fiduciary roles and responsibilities of committee members
Investment committee formalization including operating procedures and other appropriate documents
Investment committee orientation including review of ERISA regulations and Department of Labor fiduciary guidelines
Plan Sponsor Fiduciary Audit File Checklist
Service Provider Review:
Review of services and fees
Benchmarking provider costs
Provider search if necessary
Quarterly Investment Review and Analysis:
Fund Analytics covering categories of performance, manager style, risk/return, fund allocation fund operations
Investment selection structure and asset class review
Plan Analytics providing plan level portfolio review covering overall plan asset allocation, sector allocation, equity style review, key ratio review and plan level investment performance and asset growth
Assistance with investment Policy Statement implementation, ongoing review
Ongoing Employee Education/Communication:
Strategic planning to create an efficient program with measurable results
Custom employee materials
Group meetings
Individual break-out sessions to provide individual investment advice
Annual Fee Analysis:
Total Plan Cost Analysis providing full disclosure of individual fund expenses and revenue sharing combined with other operational costs to determine total plan cost and fair plan pricing
Total Plan Cost Benchmarking
Annual Best Practices Review:
Assistance with 404(c) Review
Help with annual Plan Operations Review
Plan sponsor resources
Retirement plan team
401(k) plan reviews for employers
Employer sponsored retirement plans
Plan sponsor checklist