Investment Advisory Services for Plan Sponsors (Employees)

Our Retirement Plan Services team specializes in managing corporate retirement plans and ensuring employee retirement readiness. We recognize the enormous risk assumed by plan sponsors and have carefully designed our services to assist with these fiduciary responsibilities and allowing leadership to confidently provide a meaningful retirement benefit to their employees.

Fiduciary-Management

FIDUCIARY MANAGEMENT

  • 321(a) and 338 Fiduciary Services
  • Investment Policy Statement Management
  • Fiduciary Best Practices Training
  • Total Fee Analysis
  • Investment Committee Management

Investment-Management

INVESTMENT MANAGEMENT

  • Investment Policy Statement Creation
  • Independent Fund Due Diligence
  • Watch List Management
  • Fund Search and Replacement Services
  • Fee Suitability Analysis

Continuing-Education

CLIENT EDUCATION

  • Custom Syllabus
  • Advice for Retirement Readiness
  • One-on-One Investment Tutorials
  • Thought Leadership
  • Best Practices/Annual Reviews