Broad Capabilities
Our services can address the full scope of your program.
Consulting Services
Our consulting services help evaluate your needs and lay the foundation for a strong retirement program. This process includes:
- Creating an investment policy statement to define the duties and responsibilities for all parties involved, diversification specific to risk and return, due diligence and monitoring criteria.
- Designing a results-driven plan intended to help participants reach their goals
- Benchmarking existing plan design and expenses against the marketplace or your industry
Investment Analysis
We evaluate your investment line-up in key areas, such as:
- Asset allocation and diversification of the investment platform
- Analysis of fees and revenue sharing associated with the investments
- Qualified Default Investment Alternatives (QDIA) Analysis
Plan Implementation
We work with you to supervise the implementation of new strategies. Our implementation process includes:
- Searches for new vendors, investment managers, trustees or custodians
- Selection of appropriate investment vehicles, representing a selection of asset classes
- Implementation of investment strategies including target maturity funds or life cycle funds
- Management of employee education and awareness programs
Ongoing Monitoring
Continuous monitoring is a key element of our process. We meet with you regularly to review the following:
- Investment policy statement
- Performance of the investment line-up
- Vendor performance
- Annual expense benchmarking
