In conjunction with your Third Party Administrator, we will assist you in choosing from the entire universe of investment options—free from proprietary vendor or product pressures and conflicts of interest. We will help you select the investment options that most appropriately fit the specific needs of your firm and your participants.

Ongoing monitoring

Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance
  • Ongoing fee update reports
  • Guidance on areas of improvement