We can help you build an investment strategy that fits the unique objectives of your company and your employees. There are three distinct elements your strategy must include:

Organize: Our process helps guide investment decisions and strives to protect the investment committee. This includes the development of an Investment Policy Statement (IPS) which will serve as a road map for selecting and monitoring plan investments.

Formalize & Implement: We assist you in selecting a competitive list of investments that align with the needs of your employees. These investments may include index funds, mutual funds, collective investment trusts, managed accounts, target-date funds, and other options.

Monitor: As we periodically review your fund offerings, we will benchmark investment performance and expenses. Monitoring with the goal of ensuring investments remain consistent with plan objectives and IPS criteria is a critical part of the process. 

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Many fiduciaries are in the dark: 49% of plan sponsors are unaware of their fiduciary status and duties [1]. This is a cause for concern. Failing to uphold fiduciary responsibilities, even by accident, could result in penalties and fines, or worse yet, sponsors can be held personally liable.  

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As your retirement plan partner, we provide fiduciary training and help you implement a prudent process for managing your responsibilities as a plan fiduciary.