Learn about the entities we help.
Defined Contribution and 401(k) Plans
Defined Benefit Plans
Foundations and Endowments
Our Process
We are with you every step of the way.
Fiduciary Support
- Plan fiduciary education
- Plan fiduciary responsibility/liability assessment
- Plan committee charter development and implementation assistance
- Policy development and implementation assistance
- Fiduciary compliance file maintenance assistance
Investment Support
- Investment policy statement development and implementation assistance
- Tools and resources to assist with plan oversight responsibilities
- Investment menu option recommendations and implementation assistance
- Investment monitoring and reporting
- Act as a 3(21) plan fiduciary
- Investment manager search support
- Assistance with changes in investment options
Operational Support
- Plan compliance assistance
- Plan audit preparation assistance
- Act as liaison between plan and service providers
- Vendor fee and service review
- Vendor search support
- Vendor transition support
Employee Education
- Education strategy and education policy statement development, implementation and oversight
- Group employee education and enrollment meetings
- One-on-one employee education