We believe in full fee disclosure, effectively eliminating the concerns over "hidden fees" which can be prevalent in the corporate retirement marketplace.
As trusted professionals we provide a variety of services that are designed to assist the plan sponsor with their fiduciary duties. These services include:
- Assisting in the design of an investment policy statement
- Analysis of the plan's investment options
- Annual Trustee review meetings
- Plan Sponsor Support/Problem Resolution
- Development of an Employee Communications Strategy