Investment Policy Statement
We help our clients develop their investment policy statement in a way that helps them establish parameters for consistent, prudent management of their investment lineup.
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Investment Committee
We help our clients assemble an investment committee that represents the interests of the plan participants.
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Fund Review
We will help our clients establish investment performance criteria and metrics and we will monitor this performance on a quarterly or semi-annual basis.
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Rollover Services
An important part of managing a plan is moving terminated employees off of the plan.
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Education and Communication
Based on our experience and independent research, we are certain that plan participants prefer a more proactive communication and education approach.
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Plan Benchmarking
The retirement plan marketplace has been in a constant state of evolution for decades. This has been driven by technology and regulatory change.
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