Building Better Plans Together
As experienced plan advisors, we provide guidance and information to help companies meet their fiduciary responsibilities. We work with plan committees to maintain proper governance and keep members informed of important regulatory changes.
Each company’s unique needs should align with its plan design. We provide ongoing review and consultation with the goal of maximizing plan impact for positive outcomes.
Our Services Include:
- Fiduciary Management Assistance
- Plan Design Consulting
- Vendor Search & RFP Services
- Investment Consulting and Reporting
- Plan Conversion Assistance
- Vendor Due Diligence
- Expense and Revenue Analysis
- Participant Education
We assist clients in selecting and monitoring investments, leveraging our Asset Manager Research team for extensive due diligence. We also review service providers, evaluate proposals, and conduct due diligence meetings with finalists to identify the best solutions.
Monitoring expenses is critical. We provide ongoing analysis of costs and services to ensure competitiveness and seek opportunities to reduce expenses whenever possible.
Finally, we support participant education through enrollment meetings, annual group sessions, and one-on-one assistance. Formal financial planning services are available upon request.