- In-depth Investment Due Diligence and Analysis
- Extensive Benchmarking on Services and Fees
- Full RFP Vendor Searches
- Complete Plan Resources
- Accredited Investment Fiduciary® (AIF®) certified-advisor on staff to provide Fiduciary Guidance
- Best Practices in Planning, Execution and Service
- Fund analysis using the fi360 Fiduciary Score® rating methodology
- Investment Policy Statements.
We are so confident of soundness of our process that we are willing to serve our plan sponsor as co-fiduciaries.
When your retirement plan performs at full potential, your stakeholders benefit because you can better recruit, retain, and attract the talent you need to compete. Participants benefit because they are better positioned to achieve retirement goals.