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.