As co-fiduciary, we walk with you through the best-practice management for your deferred comp plan.
Our Services
We offer a wide range of services to meet your every need when it comes to your 457(b).
Plan Evaluation
We will help you evaluate your plan to find areas of improvement.
Monitoring
Through quarterly reviews, we can help to ensure that the funds are performing adequately, the fees are reasonable, the plan is on the right track, and the service providers on the plan are providing sufficient support.
Fee Benchmarking
Through regular benchmarking, we can help ensure that the fees remain reasonable as the plan grows in size and competition drive costs down.
Fund Selection & Investment Policy Statement
We help select the fund lineup that aligns with the Plan Investment Policy Statement(IPS). We will help the committee create an IPS and review it annually.
Education Planning
We benchmark certain key statistics on your plan to evaluate the effectiveness of the current education programs. If
necessary, we will sit down with you and your service provider to explore new strategies. We also help plans write and implement and Education Policy Statement (EPS).
Request for Proposal (RFP)
Full-service recordkeeper and investment manager RFP support. This includes help with drafting and scoring the proposal, running finals interviews, and final negotiations with the winning provider.
Transition Support
We are with you every step of the way through your plan transition. Whether the transition is to a new provider or your current provider is enhancing your features, we will be the liaison and problem solver to help solve any potential issues.
Employee Education
We have a library of educational courses, presentations, and articles to provide employees in addition to the recordkeeper services. We offer monthly financial education newsletters and will meet with any employees that have a desire.
Administrative Assistance
We have an established best-practice model
that we use to take as much workload off your plate as possible while
still managing your fiduciary duty.
Plan Committee Education
We will provide education, training, and/or guidance for the members of the Plan Committee with regard to plan features, retirement readiness matters, or duties and responsibilities of the Committee, including education with respect to fiduciary responsibilities.
