Monitor your investment options by:
- Reporting performance vs. relevant benchmarks, peer
groups and other investment options available within the plan
- Measuring Standard Deviations (where possible)
- Analyzing investment style coverage and asset class
movements
- Assessing changes in management of fund(s) and
underlying fund company(s)
- Reviewing demographic information for suitability
of current options
- Preparing annual review of investment options
Review your plan provider
- We will review all aspects of your plan operations
and investments to see how well they are meeting your needs and make
recommendations for value added changes if necessary.
Provide assistance in Employee Education
- We will perform personalized enrollment meetings
for your participants and help you plan for your participants’
continued education.
Keep you informed of changes in the laws and
requirements for 401(k)s
And much more...
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