Connecting Your Goals With Results
Whether you are seeking cost-effective ways to offer attractive retirement plans to your employees and executives, or wish to optimize your plan’s management and performance, we employ a disciplined six-step process and unique analytical tools
to help connect your goals to results.
We help you define your organization’s benefit plan and investment objectives, and review your existing program using our Retirement Plan Diagnostic.
Based on our review and analysis, we design the plan. With existing plans, we recommend opportunities for cost savings or benefit enhancements by identifying strategies and elements that may have been overlooked or not kept current.
We help you meet your fiduciary responsibilities and control risk by developing a formal Investment Policy Statement. The IPS is based on your plan design and benefit structure, and establishes clear, objective criteria for selecting and monitoring investment managers and asset management strategies.
We sit on your side of the negotiating table to walk you through the RFP process. We help you manage the flow of information and analyze and compare proposals to guide you in making informed and knowledgeable decisions about providers such as custodians and third party administrators.
We manage every step of the transition from your current retirement program to your new program. We enroll your employees and educate them about the benefits of their new program. We engage their interest and participation through regular education and financial planning briefings.
We manage the health and welfare of your retirement program over its lifetime, advising you of regulatory changes, program enhancements and investment due diligence. We regularly perform Diagnostic Reviews to continually gauge your program’s performance in light of changing regulations, market conditions and your company’s situation.