Corporate Retirement Services
Corporate Retirement Services
We follow a proven process that simplifies the complex by adding fiduciary governance that helps reduce your liability and offload frustrations.
ERISA 3(21) Fiduciary Consulting Services
Non-Discretionary Investment Manager Services
- Develop an Investment Policy Statement (IPS).
- Recommend investments in accordance with the Plan’s Investment Policy Statement.
- Recommend broad range of investment options consistent with ERISA section 404(c).
- Recommend qualified default investment alternatives (QDIA).
- Periodic client meetings to review Monitoring Reports and investment decisions.
- Monitor investments and plan implementation to ensure proper performance.
ERISA 3(38) Fiduciary Consulting Services
Discretionary Investment Manager Services
- Develop an Investment Policy Statement (IPS).
- Selection of investments in accordance with the Plan’s Investment Policy Statement.
- Selection of broad range of investment options consistent with ERISA section 404(c).
- Select qualified default investment alternatives (QDIA).
- Conduct periodic client meetings to review Monitoring Reports and investment decisions.
- Implement fund removal-replacement process.
- Monitor investments and plan implementation to ensure proper performance.
Non-Fiduciary Services
- Plan Proposal Vendor Search
- Plan Design Guidance
- Employee Education and Communications
- 401(k) Committee Governance