Offering Investment Management and Fiduciary Services for all types of corporate retirement plans. Now, more than ever, attention is focused on Plan Sponsor’s duties to regularly monitor the plan. Litigation against plans for excessive fees and failure to monitor the plan is the most common.
Many plan sponsors do not realize their potential liability. As your advisor, we will perform a fiduciary review to ascertain where your plan is not meeting standards.
This might include:
- A review of plan fees
- Benchmarking fees
- A review of investment management fees
- Investment performance review
- Vendor evaluation
- Due Diligence
- Establishing best practices
Are you measuring outcomes of your Retirement Plan? We will guide you to strategies you can employ to provide the greatest outcomes of retirement success for your participants. Let us show you methods to engage your employees in the plan.
Are you using Health Savings Accounts (HSAs) as a part of your retirement plan strategy? We can talk to you about leading-edge ideas to maximize HSAs. Are you incorporating Financial Wellness into your education? We can bring you a complete financial wellness program.