What We Do

Governance & Compliance

Today, plan fiduciaries are carrying out their duties in an increasingly demanding regulatory environment and operating against a backdrop of increased attention and scrutiny…. from both legislators and litigators.

Limiting fiduciary liability begins with establishing and maintaining a strategic framework and a prudent process of decision-making.

  • Fiduciary training
  • Compliance and technical support
  • Investment Policy Statement development
  • Documentation and records management
  • Provider searches (RFPs)
  • Provider oversight & advocacy
  • Provider negotiations
  • Contract reviews
  • Audit support

Want to know more? We’d love to tell you. Please call us.

Investment Due Diligence

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.

  • 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.

Retirement Readiness

Fostering better usage of your plan doesn’t just help employees become better prepared for retirement, it can help you meet your fiduciary responsibilities.

  • Plan Design consulting
  • Investment behavior analysis
  • Participation and deferral rate analysis
  • Development of participant education programs
  • Financial Wellness programs

Want to know more? We’d love to tell you. Please call us

Fees & Expenses

An increasing amount of attention is being paid to plan fees. Simply stated, fees reduce benefits and the cumulative effect on retirement savings can be substantial over time.

  • Fee Benchmarking
  • Analysis of fee allocation
  • Fee Negotiations
  • Structure and maintenance of reimbursement account

Want to know more? We’d love to tell you. Please call us.

What We Do?

Governance & Compliance

Today, plan fiduciaries are carrying out their duties in an increasingly demanding regulatory environment and operating against a backdrop of increased attention and scrutiny…. from both legislators and litigators.

Limiting fiduciary liability begins with establishing and maintaining a strategic framework and a prudent process of decision-making.

  • Fiduciary training
  • Compliance and technical support
  • Investment Policy Statement development
  • Documentation and records management
  • Provider searches (RFPs)
  • Provider oversight & advocacy
  • Provider negotiations
  • Contract reviews
  • Audit support

Want to know more? We’d love to tell you. Please call us.

Investment Due Diligence

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.

  • 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.

Retirement Readiness

Fostering better usage of your plan doesn’t just help employees become better prepared for retirement, it can help you meet your fiduciary responsibilities.

  • Plan Design consulting
  • Investment behavior analysis
  • Participation and deferral rate analysis
  • Development of participant education programs
  • Financial Wellness programs

Want to know more? We’d love to tell you. Please call us

Fees & Expenses

An increasing amount of attention is being paid to plan fees. Simply stated, fees reduce benefits and the cumulative effect on retirement savings can be substantial over time.

  • Fee Benchmarking
  • Analysis of fee allocation
  • Fee Negotiations
  • Structure and maintenance of reimbursement account

Want to know more? We’d love to tell you. Please call us.