We bring the experience working with Fortune 500 companies to other plan sponsors. Applying industry best practices can enhance the retirement plan experiences for the plan sponsor and the participants. We provide services that help manage plan expenses, maximize investment performance, educate participants and ensure fulfillment of your fiduciary duty. Our services will reduce the administrative burden on your organization and provide greater plan transparency.
Philosophy
A retirement plan is an important benefit to employees. Our client-focused approach can help you design and administer a good retirement plan. We believe a successful plan should have strong programs in these areas:
Fiduciary Risk Management
Investment Expertise
Participant Experience
A retirement plan is an important benefit to employees. Our client-focused approach can help you design and administer a good retirement plan. We believe a successful plan should have strong programs in these areas:
Fiduciary Risk Management
- Plan governance
- Investment Policy Statement
- Investment reviews
Investment Expertise
- Plan design
- Best-in-class investment options
- Ongoing due diligence
Participant Experience
- Enrollment meetings
- Customized education program
- Financial advice