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 Defined Benefit Plans
• Institutional mutual fund utilization including ETF portfolios (where appropriate)
  
• 3(21) 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