Our Advisory Services assist Plan Sponsors in meeting the fiduciary demands of maintaining a compliant, healthy retirement plan.
Fiduciary Management
Fiduciary Review
Investment Selection
Ongoing Assessment
Documentation & Records
Investment Committee Oversight
Investment Consulting
IPS (Investment Policy Statement)
Investment Selection
Continual Monitoring
Retirement Plan Design
Employer contribution strategies
Evaluation of qualification and eligibility issues
Compliance and legislative changes
Support services to simplify plan administration
Behavioral finance integrated plan design
Optimal use of safe harbor, auto enrollment, and auto increase provisions
Employee Education
Participant Education
Implementation and monitoring of EPS (Education Policy Statement)
Explain importance of retirement planning and options available in their plan
Recommend an asset allocation model suited to their personal needs and goals
Conduct ongoing employee education meetings in either group or individual settings
Vendor Benchmarking & Search
Managing vendor due diligence
Assist with RFP processes
Gather data and pricing
Analyze costs, services, and investment choices
Facilitating finalist meetings
Ongoing Monitoring
Monitor participant levels and performance
Fee benchmarking and analysis
Guidance on areas for improvement
Target date analysis and custom target date solutions
WSG Insights
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July 18, 2017
General market news After being as high as 2.39 percent, the yield on the 10-year Treasury moved lower late last week, opening at 2.30 percent on Monday. Some weaker-than-expected economic data, combined with what seemed to be more dovish comments from Federal Reserve (Fed) Chair Janet Yellen, helped […]
July 14, 2017
General market news Since the low on June 27, the sell-off in Treasuries has caused the 10-year to break through some technical levels. The 10-year Treasury opened at 2.36 percent early Monday after finishing the holiday-shortened week just below 2.40 percent. It tested the 2.12-percent level on the […]
July 7, 2017
Mixed returns in June cap strong second quarter Large-cap equities did well in June, even as technology stocks ran into turbulence. The Dow Jones Industrial Average and S&P 500 Index posted solid gains of 1.74 percent and 0.62 percent, respectively. But the technology-laden Nasdaq suffered, finishing the month […]