our unique approach

Our
unique approach

OUR PROCESS HAS FIVE PARTS:

Investment consulting

  • Investment policy review assistance
  • Investment selection support
  • Investment monitoring/committee meetings
  • Investment replacements and manager searches
  • Asset/liability studies

Plan Design Assistance

  • Technical assistance
  • Audit and compliance coordination
  • Compliance updates
  • Retirement income adequacy studies

Investment Fiduciary oversight

  • Annual fiduciary review
  • Fiduciary resources
  • Fiduciary education

Provider management and benchmarking

  • Annual fee and service reviews
  • Provider search
  • Transition coordination
  • Contract negotiations

Participant Financial Wellness Programs

  • Education
  • Advice
  • Transitions