Our Commitment To You
- Quarterly Investment Due Diligence Report
- Annually Fiduciary Review
- Review of Investment Policy Statement
- Implement Strategies Designed with the Goal to Improve Retirement Readiness of Employees
- Communicate Regulatory Updates/Industry Best Practices
- Record Keeping Vendor Management
- Conduct Recordkeeping Vendor search every 3 years
- Assistance with Plan Design and Compliance Oversight
- Annual Fee Review
- Annual Industry Benchmarking Report for Plan
