HAUSER’s team conducts analytical reviews of 401(k) and retirement plans to support plan sponsors with fiduciary compliance, cost mitigation and optimal plan performance.
Comprehensive Retirement Plan Services
- In-depth investment due diligence and analysis
- Extensive benchmarking on services and fees
- Full RFP vendor searches (design, fees, services)
- Integrated report with more than 350 data points
- Complete total cost analysis, including revenue sharing
- Integrated investment platform rankings for clearer analysis
- Complete plan resources, compliance and fiduciary support
- Scorecard℠ system for fund ranking
- Quarterly market summary
- Complying with rigorous ERISA standards
- Conducting independent reviews of funds and providers
- Providing updates on regulations impacting plans and fiduciaries
- Maintaining qualified status while plans meet goals and objectives
- Ensuring efficient, cost-effective fund administration
- Educating employees regarding the plan, investment strategies and retirement readiness
- Serving as a co-fiduciary with respect to investment advice
- Fully disclosing all fees
We focus on communication and custom education for retirement plan participants, maximizing participation and driving employee satisfaction.