Selecting and monitoring the plan‘s investment options is a complex task but as a fiduciary, it‘s not an option, it‘s a legal obligation.
Our services include:
Design and structure of fund lineup
Investment research and analysis
Investment monitoring and recommendations
Maintenance of Watch List
QDIA / Default Fund monitoring and oversight
Target Date Fund analysis, monitoring and oversight
Stable Value research and analysis
Want to know more? We’d love to tell you. Please call us.