OUR PROCESS HAS FOUR PARTS:
Investment consulting
- Investment policy development
- Fund menu design
- Investment monitoring/committee meetings
- Fund replacements and manager searches
- Asset/liability studies
Plan design
- Technical support
- Audit and compliance coordination
- Compliance reviews
- Retirement income adequacy studies
Fiduciary oversight
- Annual fiduciary review
- Fiduciary audits
- Fiduciary training
Provider management and benchmarking
- Annual fee and service reviews
- Provider search and selection
- Transition management
- Contract negotiations
