We understand that retirement plan sponsors and retirement plan committees need reliable expertise that minimizes risks, capitalizes on opportunities, and eliminates administrative headaches. We deliver custom strategies to help employers manage their fiduciary duty so employees can make the most of their retirement plans.
We offer the following services:
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.
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.