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