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
