What We Do:

  • Discuss philosophy and approach of Plan Sponsor for Employee Retirement Plan
  • Review Plan Design and approach to employee savings 
  • Review/Design investment policy statement 
  • Review and evaluate current investment strategies 
  • Review the pricing and structure of the current investment portfolios
  • Review performance relative to benchmark and peers
  • Develop a process to address any recommendations for change
  • Provide regularly scheduled meetings to review Plan investment options, market environment and industry trends