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.