Our Retirement Plan Services

Investment Policy Statement
An investment professional will design a recommended Investment Policy Statement and discuss the draft with plan fiduciaries.

Investment Option Selection & Review
We will assemble a recommended investment option list for the Plan consistent with the standards established in the plan’s Investment Policy Statement.

Quarterly Investment Option Reporting
Plan fiduciaries will receive comprehensive quarterly investment option performance and operations data.

Annual Investment Option & Investment Policy Statement Review

review of investment option performance and operations
recommendations on investment option list alterations
review and assessment of the mix of available investment options to determine continued suitability
review of the plan’s Investment Policy Statement.