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.
For the Hauser Retirement Solutions 2, LLC Form ADV Disclosure Brochure Part 2A, click here.