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Serve as ERISA §3(21) Fiduciary
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Establish Investment Committee and Conduct On-Site Quarterly Meetings
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Create Investment Policy Statement and Investment Committee Charter
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Design Investment Lineup and Implement 3rd Party Monitoring Tool
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Objective Investment Monitoring, Selection and Replacement Process
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Educate Investment Committee on New Regulations
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Analyze Existing Plan Services and Fees
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Conduct Comprehensive RFP Process to Evaluate All Providers
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Generate Comparative Benchmarking Analysis
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Review Analysis with Client and Recommend Optimal Provider
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Negotiate Services and Fees with Incumbent Provider
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Implement and Manage Transition to New Provider (If Applicable)
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Employee Deferral Contribution Projections and Auto-Enrollment/Auto-Escalation Scenarios
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Assess Safe Harbor, Matching Contributions and Profit Sharing Formulas
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In-Plan Roth Conversions
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Analyze ADP/ACP Testing and HCE Contributions
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Fund Array Design
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Quantitative and Qualitative Investment Analysis
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Financial Wellness Analysis
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Employee Communications Design
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Education Meetings and One-on-One Investment Support
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Customized Financial Planning
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Participant Savings Analysis
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Cash Flow Planning and Budgeting
FIDUCIARY COMPLIANCE AND LIABILITY MITIGATION
BENCHMARKING ANALYSIS
PLAN ANALYSIS, DESIGN & INVESTMENTS
EMPLOYEE EDUCATION AND WELLNESS