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Consulting services explained:
Plan Enhancement - Increase your plans efficiency with a comprehensive review of design, investment options, and the goals and objectives
of your plan. Based on the data we then benchmark the plan to the current marketplace. Many times we increase the performance of your existing
provider.
Plan Integration - Whether changing providers, merging or spinning off a plan, we develop: data flow requirements, transaction timelines, fund
mapping, black out period communication, implementation guidelines, and post merger integration.
Investment Selection and Monitoring - The Investment Policy Statement is the road map to achieve your goals and objectives. We monitor and review
the performance, management tenure, expenses, and style of the investments.
Participant Education - We develop a strategy and plan for education and most importantly measure the results. We will coordinate enrollments, conduct
one on one education utilizing the latest investment techniques, assist in asset allocation, and distribution analysis.
Individual Investments - We focus on the accumulation and distribution phase to model your income pre and post retirement. We work with a variety of mutual
funds, annuities, variable annuities, and other investments options for individuals and plan participants.
Non-Qualified Services - We model the availability and specifics of various non-qualified plans to supplement the limitations placed on qualified plans. |
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