Plan Assessment
Review goals and objectives of plan and progress toward them.
Full Disclosure Assistance
Assist committee and HR with review of all disclosures and filings.
Plan Design Review
Ensure that the design of your plan is driving the outcomes you desire.
Evaluate Current Technology and Service
Take inventory of current technology and service options and present solutions.
Fee and Service Benchmarking
Conduct inventory of plan service and fees.
Vendor Benchmarking and Search
We routinely benchmark vendor pricing and services every three years to ensure clients are receiving competitive services
Regulatory Adherence
- Provide routine regulatory and industry-trend updates
- Position as industry leader gives us unique insight
- Position with ARA and NAPA gives access to DoL, Congress, and regulators
- Member of several vendors' Advisory Councils, so we are aware of coming technologies
- Investment Advisory Services and Protection
Investment Advisory Services and Protection
- Customize a quantitative and qualitative investment review
- Do not rely on vendor's conflicted suggestions
- Provides practical Fiduciary protection vs. flimsy vendor "guarantees"
