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
Our content network for tools, videos, and educational articles.
July 16, 2018
General market news The Treasury yield curve continues to flatten, with the 10-year, 30-year, and 2-year Treasuries coming in on Monday morning at 2.83 percent, 2.94 percent, and 2.60 percent, respectively. The difference in yield between the 2-year and 30-year Treasuries is at a cycle low of 34 […]
July 6, 2018
Volatile June caps off eventful quarter June was a volatile month, with earlier gains offset by later losses. Still, both the S&P 500 Index and the Nasdaq Composite ended the month in positive territory. The S&P 500 rose 0.62 percent during the month, while the Nasdaq led the […]