Chances are you would combine the power of fiduciary oversight and rigorous compliance, with the ease and effectiveness of industry-leading investments and technology, and then wrap it all up with superior service. Great news. That’s our vision for your plan too.
Keeping it real…compliant
Investment compliance favors process over results, and we have the process down pat. From Investment Committee minutes to ongoing monitoring and everything in between, you can rest assured knowing that, should the Department of Labor ever coming knocking, you’ll have everything you need.Getting the most from third-party partners
We are your advocate with plan administrators, auditors, and recordkeepers. Some of these partners are huge entities and can be really challenging to navigate. Our service team has the experience needed to get you better, faster, maximally cost-effective resolutions.Building fund menus
We have two parallel objectives:To leverage the thought leadership of the nation’s largest endowments and institutions, populating every asset class on the menu with high-quality, low-cost investment options that are prudently diversified
To base the menu on the desired level of participants’ involvement or usage
Engaging participants
You want retirement-ready employees. So do we. We proactively use a handful of tried and true methods to accomplish that:Strategic plan design with an emphasis on increased participation and savings rates
Comprehensive Financial Wellness solutions
Approachable group education
- In-depth one-on-one advice
What exactly does it mean to be a fiduciary? The brief video below clues you in.