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Our Services

At Reedmark Advisors, we provide expert assistance in the following areas:

Client Centered

CONSULTING SERVICES

  • Retirement plan assessments
  • Compliance evaluations
  • Fiduciary assessments
  • Plan design reviews and evaluations
  • Actuarial services
  • Plan benchmarking
  • Plan studies
  • Audit support services

INVESTMENT SERVICES

  • Creating and maintaining Investment Policy Statements
  • Developing fund options for 401(k), 403(b), 457(b) and 457(f) Plans
  • Preparing quarterly performance reports
  • Developing investment portfolios for Traditional & Cash Balance Defined Benefit Plans
  • Institutional mutual fund utilization including ETF portfolios (where appropriate)
  • 3(21) and 3(38) fiduciary services
  • Investment Manager searches and evaluations

OPERATIONAL SERVICES

  • Develop and maintain Committee Charters
  • Retirement plan committee establishment and operation
  • Attendance at all retirement plan committee meetings
  • Fiduciary training and developing a plan governance team
  • Recordkeeper selection services
  • Vendor service agreement review and re-negotiation
  • 3(16) services
  • Plan document services

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Contact Anthony Pascazio apascazio@reedmark.com | 908-705-1893