Fiduciary Services
Our clients wear many professional hats in running their organization. We focus our efforts on one specialty because you and your plan participants deserve our full attention. In essence, we become a member of your team as your Chief Retirement Officer (CRO).
Chief Retirement Officer Services
You. Our expertise and conflict-free business model deliver tangible client benefits. We are committed to helping you address corporate liability related to your company’s retirement plan, while also working to contain costs and manage regulatory requirements.
Your Plan Participants. Every participating individual benefits from our knowledge and proactive service. It is a top priority for us to enhance each person’s understanding of investment opportunities and assist them in the pursuit of their financial goals.
We can provide assistance in the following areas:
- Development of an Investment Policy Statement
- Benchmarking of investment provider fees and expenses
- Training of investment committee members regarding duties and obligations
- Investment analytics which tie directly to the thresholds established in the Investment Policy Statement
- Investment committee guidance to prudently select and monitor investment options
- Documentation process, to include corporate minutes and internal control file
- Electronic backup of ongoing plan related documentation
- Detailed employee communications calendar
- Board of Directors communications
- Terminated Employee Processes
Fiduciary services provided for advisory relationships.