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Your plan and how you manage it is falling under intense scrutiny—not only from participants but also from the regulatory bodies that are responsible for protecting participants' best interests. We can share much of this fiduciary responsibility with you and implement a disciplined process to better manage your fiduciary obligations.
With us as your partner, you can choose from a virtually unlimited universe of providers, free from any proprietary vendor or product pressures or conflicts of interest. We will simply help you select the provider that best fits the needs of your firm and your participants.
Our customized Request for Proposal (RFP) process includes:
- Gathering data and pricing
- Analyzing costs, services, and investment choices
- Facilitating finalist meetings
Once your plan is in place, you can expect:
- Monitoring of participation levels and performance
- Fee benchmarking and analysis against other vendors and plans
- Guidance on areas of improvement
Our status as independent retirement plan consultants enables us to provide your plan participants with what they value most—investment guidance to help them feel confident about the decisions they are making to pursue their retirement goals.
We will work with your participants to:
- Explain the importance of retirement planning and the options available under the plan
- Determine their unique investment objectives, tolerance for risk, and time horizon
- Recommend an asset allocation model suited to their personal needs or goals, based on the investment alternatives available under your plan
We offer a specialized approach to communication and can:
- Tailor a communication program that addresses your specific needs
- Deliver presentations on broader financial planning topics
- Conduct educational meetings in either group or individual settings
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