Services

  • ERISA 3(38) or 3(21) Fiduciary Services
  • Plan Design Consulting
  • Design & Maintain Investment Selection
  • Design & Manage Asset Allocation Models

  • Perform Plan Participant Risk Evaluations
  • Provide Investment Advice for Plan Participants
  • Design & Maintain Investment Policy Statement
  • Provide Quarterly Monitoring Reports

  • Conduct Annual Plan Reviews
  • Access to Financial Wellness Tools
  • Assist Plan Fiduciaries with Service Providers
  • Provide Fee Benchmarking Reports