What You Get From Us: Strategy, Service, Specialized Knowledge

Fiduciary Support 

  • Establish measures to evaluate your plan and monitor to those goals
  • Review and benchmark your plan for cost savings and competitive services to help you determine what’s reasonable and what else is available in the marketplace
  • Educate you on best fiduciary practices and establish new processes as needed
  • Share how you can apply best practices

Plan and Vendor Management

  • Advocate and negotiate for your plan with vendors
  • Evaluate service providers and renegotiate contracts as necessary
  • Ensure plan design and strategy are current, competitive, and fit your organization’s culture

Participant Education

  • Maximize the perceived value of the benefit for participants
  • Examine available tools and resources to help meet your employees’ needs and get them on the path to retire
  • Educate your employees about using the plan and other financial topics

Investment Management

  • Review or rework your investment policy statement, current lineup, and provide investment due diligence and monitoring reports
  • Share liability and act as a fiduciary in selecting and monitoring your investments

Check out the case studies to the right to learn how we've helped clients like you.

Read Our Case Studies: