Fiduciary Management
- Contractual sharing of fiduciary role
- Establishment of investment process
- Maintenance of plan documentation
Investment Expertise
- Investment Policy Statement
- Investment selection and monitoring
- Qualified Default Investment Alternative (QDIA) review
Participant Services
- Investment guidance
- Customized employee communications
- Group and individual education
Vendor Search
- Benchmarking of plan costs, services, and investment options
- Provider search, selection, and implementation
Plan Design
- Review of plan eligibility and distribution
- Provide contribution modeling/analysis
- Ensure compliance with legislation
Why We're Different
- Our independence
- The CRPS® designation