Corporate Retirement Plans

Fiduciary Management Education

  • Investment Policy Statement review
  • Education Policy Statement review
  • Fiduciary briefcase for plan record retention
  • Assist with document due diligence process

Plan Benchmarking

  • Assessments of participant utilization and overall plan health
  • Cost comparison of fees and expenses
  • Competitive analysis of plan design and features

Participant Education

  • Onsite seminars
  • Customized enrollment meetings
  • One-on-one employee meetings
  • Participant newsletters
  • Multi-lingual forms and meetings

Service Provider Review & Consultation

  • Evaluate proposals
  • Negotiate competitive cost structure
  • Serve as a problem resolution liaison
  • Coordinate effective service strategy

Investment Review & Performance Reporting

  • Performance reports
  • Diversification review
  • Benchmark investment expenses
  • Investment search and recommendation
  • Ongoing support

Plan Design Analysis

  • Alignment with business goals
  • Optimization review
  • Employee demographic analysis
  • Coordination with other employee benefit plans