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Our services include best of class model portfolios and related solutions for Retirement and ERISA-qualifed Plans, Endowments, Foundations, Municipalities, and other Institutional investors. Our team has extensive experience creating asset allocation models for 401(k), 403(b), Non-Qualified Deferred Compensation, and Defined Benefit plans.
Services include:
We are an ERISA Section 3(38) Investment Manager for retirement, ERISA-qualified, and defined contribution plans. This enables us to be an ERISA section 405(d)(1) independent fiduciary to the plan. This makes us solely responsible and liable for investment decisions concerning the selection, monitoring and replacement of plan investment options.
Our status as an independent fiduciary offers the highest amount of protection available to the Plan, minimizing risk to the plan sponsor, officers and directors.
Other Services
Our other services include:
- Vendor Management
- Fee Analysis
- ERISA Compliance & Fiduciary Assistance
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