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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December 3, 2018
General market news Rates moved lower last week, breaking some support levels. The 10-year Treasury dropped below 3.05 percent and opened Monday morning at 3.03 percent. The short end of the curve has tightened, with the difference between the 2- and 5-year Treasuries only 3.5 basis points (bps). […]
December 1, 2018
November 26, 2018
General market news Rates were flat or slightly down during the shortened Thanksgiving week. On Monday morning, the 10-year Treasury opened at 3.05 percent, the 2-year opened at 2.84 percent, and the 30-year opened at 3.32 percent. During the previous week, rates dropped by as much as 20 […]