401k Advisory Services

 
 
 

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

 

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Want to learn more about the services we provide? Download our 401k Advisory Services Overview now!
 
December 21, 2017

Weekly Market Update for December 18th, 2017

General market news Early Monday morning, the yield on the 10-year Treasury opened at 2.36 percent and the 30-year opened at 2.69 percent, both below where they stood on Wednesday before the Federal Reserve (Fed) raised its benchmark fed funds rate by 25 basis points. The 2-year opened […]
November 28, 2017

Which College Savings Plan is Right for You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life. But making that commitment to save […]
November 28, 2017

Weekly Market Update for November 27th, 2017

General market news Since reaching a high of 2.41 percent on November 19, the yield on the 10-year Treasury has hovered around 2.34 percent. The 30-year has moved back below 2.80 percent—a level it has reached only a few times in the past year. Meanwhile, the 2-year is […]

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