Fiduciary Assistance
- Fiduciary reviews
- Fiduciary training and education
- Fiduciary coverage
- Guidance on fiduciary rules and responsibilities
- Fiduciary risk management
- Legislative and regulatory updates
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Investment Consulting
- Assist in creating Investment Policy Statement
- Menu design
- Investment monitoring
- Committee meetings
- Replacements and manager searches
- Qualified Default Investment Alternatives (QDIA)
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Participant Education
- Participant education calendar
- Targeted communication to meet Plan goals
- On-site enrollment meetings
- Individual retirement gap analysis
- Financial wellness programs and strategies
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Provider Management
- Annual fee and service reviews
- Provider search and selection
- Transition management
- Contract negotiations
- Mergers and acquisition consulting
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Plan Design
- Technical support
- Design recommendations
- Audit and compliance coordination
- Retirement adequacy studies
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