We provide consulting services to our corporate plan clients, that may include:
- Plan analysis, design, and solution modeling;
- Conduct and present a comparative analysis of the services and fees of multiple service providers;
- Assist with the creation and ongoing implementation of an Investment Policy Statement for the Plan;
- Conduct a regular and ongoing analysis and evaluation of the Plan investments per the terms of the plan’s Investment Policy Statement;
- Propose the removal and replacement of investment alternatives as needed per the terms of the plan’s Investment Policy Statement;
- Serve as co-fiduciary with regard to ERISA requirements related to investment manager selection and monitoring; and
- Provide comprehensive education and consulting to participants.
We also provide corporate retirement plan clients a choice of ASSET-BASED or FLAT- FEE (both are no commission) consulting and fiduciary services on:
- IRAs and IRA Rollovers;
- Defined benefit (pension);
- SEP’s, SAR SEP’s, KEOGH’s;
- Self-employed 401(k)’s;
- SIMPLE IRA’s;
- SIMPLE 401(k)’s;
- Executive bonus arrangements; and
- Deferred compensation plans, including 457 plans Roth IRAs.
For more information, please contact us.