Corporations

We understand that serving customers is your top priority. Serving you is ours. We help corporations of all sizes manage their investable assets with discipline and focus, building long-term value while you build your business.

We offer the following services:

Investment Portfolio and QDIA Monitoring:

We provide risk management services. Our formal process reviews both quantitative and qualitative criteria so we can make recommendations to assist with the initial selection and replacement of plan investments. Then, based on available investments, participant behavior, and Department of Labor comments, we make recommendations to assist with the selection of the Qualified Default Investment Alternative (QDIA). We periodically review the selected QDIA and provide recommendations if the investment or glide path changes.

Recordkeeper Search

Performing a Request for Proposal (RFP) or Request for Information (RFI) can help you fulfill your fiduciary responsibility. Our process leverages an industry-leading web-based technology tool to help provide structure and expedite the process based on industry-specific drivers of plan sponsor buying decisions such as: cost/fees, the administrative support structure, testing support, participant education/support, and legal/regulatory risk management.

Fee Benchmarking

Costs, fees in general, are obviously the main driver in the benchmarking process, but the value behind those fees is truly just as important. Our benchmarking process begins with creating an overview of the services being provided by the record keeper, using not only the core services they provide but any additional value-added services. We then review the utilization of the services and the value these services provide to participants.

Fiduciary Training

We work closely with plan sponsors to implement best practices for retirement committee meetings. Our process provides updates on legislative changes/plan related issues and fiduciary training for current and new committee members.

Financial Wellness

To support participant education initiatives, we have developed a financial wellness program called JumpStart. This educational content can be delivered to employees via one-on-one meetings and or group seminars. We also typically work to complement, not replicate, the content that is being provided by the record keeper.

Consulting

Our approach to consulting differs from some. We don’t just send a report saying what needs to be done. We roll up our sleeves and get to work on the implementation. We try to take the heavy lifting off the backs of the HR team, and work (directly if asked) with service providers and legal counsel to provide a concierge-level service.