- Accredited Investment Fiduciary team
- Fiduciary best practices through Pension Resource Institute and fi360
- Committee configuration, guidance and meeting management
- Quarterly investment committee reporting
- Committee charter and governing documents
- Responsible plan fiduciary education
- Fiduciary checklist
- Fiduciary vault
- HR plan management best practices and process
- Service Organization Control (SOC) reports
- Access to ERISA counsel
- Enrollment presentations, guidance and support
- Relevant group education (debt, college, Medicare, personal finance, investing...)
- 1:1 retirement plan advice
- Access to a Certified Financial Planner for more complex financial support
- Advanced planning resources and education
- Retirement gap analysis
- Market and economic education
- Risk tolerance tools
- Retirement transition planning
- Methods for setting and maintaining a budget
- Social security optimization
- Conflict free vendor partnerships
- Platform agnostic - we can work with anyone
- Independent benchmarking of full plan services
- Multi-vendor proposal generation and analysis
- Cost comparisons
- Plan design reviews
- Negotiated pricing with key partners
- Financial Wellness vendor oversight
- Conversion/plan establishment assistance
- Audit support and firm recommendations
- Service provider coordination, and non-discretionary assistance
- Plan administration and ERISA guidance
- ERISA 3(38) discretionary management
- ERISA 3(21) fiduciary services
- Formalized investment committee
- Professionally constructed, managed and monitored
- models and investment menus
- Platform flexibility with investment options
- ERISA 404(c) compliance
- Qualified Default Investment Alternative (QDIA)
- Investment reviews and performance reporting
- Stable Value and Target Date Fund analysis
- Investment Policy Statement
- Rebalancing
- Portfolio gap analysis