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