Our Process
The ultimate purpose of the Plan Sponsor is to help their employees secure retirement income. Our ultimate purpose is to help you optimize your plan to achieve that goal. We do that by providing a host of unbiased and proactive solutions including the ones shown below
Needs Assessment
- Evaluate your organization’s retirement program needs.
- Provide analysis of anticipated organizational changes (e.g. merger and acquisition) and the impact on your organization’s retirement program.
- Monitor industry trends.
Fiduciary Oversight
- Help mitigate risk by assisting you in understanding and meeting your fiduciary obligations.
- Assist in design and review of your Investment Policy Statement.
- Yearly Investment Policy Statement compliance.
Investment Strategist
- Promote investment diversification.
- Quarterly meetings to assess overall investment program health.
- Updates on new investment options and product offerings that may benefit your plan participants.
Provider Due Diligence
- Evaluate your plan provider’s products and services relative to your organization’s needs.
- Provider selection experience and state-of-the-art benchmarking tools, together with plan transition services.
Participant Education
- Highly interactive enrollment and participant education meetings.
- One-on-one planning.
- On call by email and telephone.
- Participant surveys.
Performance Monitor / Evaluator / Benchmarker
- Monitor, evaluate and report performance with administration, employee education, fees, investment options, and recordkeeping.
- Formal feedback and evaluation procedure so we may constantly improve our services.
- Quarterly, semi-annual or annual reviews, as appropriate