Statement of Service

  • Investment Policy Statement
  • Fund Menu Design
  • Investment Monitoring committee meetings
  • Fund Manager Replacements/Searches
  • Employee Meetings
  • 3(21) Plan Investment Fiduciary
  • Plan Design Consulting
  • Compliance Oversight
  • Vendor Searches
  • Transition Services
  • Fee/Benchmarking Reviews
  • Education Programs/Strategy
  • Annual Investment Reviews
  • Participant Investment Fiduciary
  • Asset Allocation Modelling
  • Unlimited Investment Reviews
Percentage of Firms include these Services in Retainer:
Red:  90%   Brown:  Between 50% and 90%   Green:  Under 30%
Source:  Fi360

Unique Services

3(38) Participant Investment Fiduciary

Retirement Income Gap Report

Student Debt Advisory

Financial Wellness Education   

Cartoons, quizzes, and games

Financial Wellness Books