Pension Planning $olutions
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what we do for the employer

  • We review current service provider agreements and contracts.
  • Because of the expertise of our team we are qualified to understand the technical details that define a retirement plan. We will review the plan document and adoption agreement to make sure that everything is being administered correctly.
  • We evaluate breadth of investments and their related expenses.
  • Because we are unconflicted in our process, we have the entire universe of investment options. But more importantly is to have:
    • The best options.
    • That are the best fit for the plan’s participants.
    • Without overwhelming them with too many options.
  • We formalize and implement an Investment Policy Statement (IPS).
  • The IPS is like a road map that guides the process that will be followed in monitoring the plan’s investments.
  • We monitor the plan’s investments monthly.
  • Each quarter we provided a very comprehensive and detailed report to the employer. Each investment is compared to a benchmark in its peer group. While investment performance is an important measurement we look at many other metrics as well.
contact us

Call today: 336.389.9922    |    Toll free:  877.242.5521

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  • Home
  • Who We Are
  • What We Do
  • Why We Do It
  • Our Difference
  • What We Do For the Employer
  • Who is a Fiduciary?
  • Why Choose Us?
  • Contact Us