Introduction

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 (Connie A. Falon)