As a business owner, plan sponsor, or trustee of a pension plan, have you had any questions or concerns about your pension plan or those who manage or administer the assets in your plan? We understand the range of issues that you face and we can share information with you that will assist you in answering these questions and/or concerns.
Our full-service pension plan solution consists of the following:
Plan Investment Services:
- Function as an acknowledged fiduciary adviser
- Create a workable Investment Policy Statement
- Screen, evaluate, monitor, and replace (as needed) plan investments
- Develop, implement, and manage risk-based participant portfolios with automatic rebalancing
- Prepare participant investment communication, including market and economic commentary
Participant Services:
- Group and one-on-one enrollment/education meetings
- Participant-specific advice
- Customized educational programs
- Comprehensive menu of financial planning services