Provides added assurance about your retirement plan without changing your service providers.

• A. The Plan Profiler™

  1.  Review of the current plan documents and inquiries of personnel to determine what is working and what is not working in the plan.

  2.  Completion of 404(c) compliance checklist.
  
  3.  Summarize and report findings.

• B. The Professional Solution™

  1.  Analysis of the Plan including plan design, operational efficiency, investments, plan costs, plan participation, fiduciary status, regulatory compliance, bonding and insurance.

  2.  Identification of gaps, prioritization of findings, determination of actions and implementation of solutions.

• C.  The Risk Return Matrix™

  1.  Investment analysis including a scorecard analysis of current plan investments, maintenance of a watch list of underperforming funds and recommendations of replacement funds.

  2.  Risk tolerance questionnaire that will direct plan participants to an asset allocation based on their current situation.

• D.  The Regulation Navigator™

  1.  Facilitation of investment committee meetings including development of agenda.

  2.  Assist the trustees to meet their fiduciary obligations through the development of an investment policy statement, education policy statement and 404(c) compliance documentation.

  3.  Recommendations to improve compliance and assistance with implementation of actions.

• E.  The Performance Builder™

  1.  Monitoring of law changes affecting the plan.

  2.  Compare the goals for the plan with the actual plan performance.

  3.  Recommendation and implementation of agreed upon changes.