Adjust Text Size> How We Keep Your Retirement Planning On Course
Fiduciary Management and Oversight
- Contractual sharing of fiduciary role
- Establishment of investment process
- Maintenance of plan documentation
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Vendor Search and Plan Fee Benchmarking
- Benchmarking of plan costs, services and investment options
- Provider search, selection and implementation
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Investment Expertise
- Investment Policy Statement
- Investment selection and monitoring
- Qualified Default Investment Alternative (QDIA) review
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- Investment guidance
- Customized employee communications
- Group and individual education
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- Review of plan eligibility and distribution
- Provide contribution modeling/analysis
- Ensure compliance with legislation
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- Our Independence
- The AIF® Designation
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