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