Corporate 401(k)/Defined Benefit Consulting Services
- Investment Policy Statement Development
- Modify Investment Menu (if applicable)
- Act as investment fiduciary to the plan
- Act as a fiduciary to participants
- Investment Monitoring/Committee Meetings
- Fund replacement/fund manager search
- Asset Allocation Modeling
- Plan Design Consulting
- Vendor Search
- 404(c) review
- Provider fee and service review
- Education Program Strategy
- Employee Meetings
- Qualified Default Investment Alternative (QDIA) Review
- Annual Investment Reviews
- Semi-Annual Investment Reviews – upon request
- Quarterly Investment Reviews- upon request
- **Corporate Perk: Comprehensive retirement planning analysis provided to participant – upon employee request
Corporate Investment Advisory Account Services
- Actively Manage Corporate/Association Long and Mid Term
- Investment Accounts
- Act as co-fiduciary to the Investment Account(s)
- Investment Policy Statement (IPS) Review and update
- Investment Performance Review and Analysis
- Investment Allocation Review – relative to the IPS
Institutional Services