RETIREMENT PLAN SERVICE COMMITMENT

As an advisor to your retirement plan, The Parker Private Wealth Management Group will help support your investment committee in the development and implementation of a structured retirement program. Leveraging a depth of experience and our firm’s robust capabilities, we counsel in aspects of plan management to help ensure plan trustees meet their fiduciary responsibilities while providing education and guidance to assist employees in pursuing their retirement goals.

SUMMARY OF RETIREMENT PLAN SERVICES

Plan Design & Evaluation

  • Defined Benefit Pension Plan analysis
  • Defined Contribution / 401(k) Plan analysis
  • Portfolio Construction and Management Services
  • Review retirement plan design, structure, administrative mechanics and features to help ensure the plan maximizes, owners and management’s goals and the needs of the participants
  • Compliance testing oversight
  • Platform, record-keeper, TPA vendor search and reviews
  • Plan Investment menu design and review

Fiduciary Management

  • Named advisor to your plan
  • Plan fee reviews and benchmarking
  • Investment Policy Statement
  • Plan Reviews
  • Fiduciary File and Fiduciary Checklist
  • Investment Performance Reviews
  • Department of Labor and ERISA Updates
  • Retirement Plan Industry trend updates and macro market condition briefings
  • Plan demographics and participation trend assessments

Participant Education

  • Education Policy Statement
  • Personalized investment and retirement planning education for employees (on site, over the phone and via WebEx)
  • Assist employees in building a personalized retirement plan using our comprehensive retirement planning process, Envision®