401K and Pension Management Support
Provide plan sponsors a research- and experience-based process designed to help maintain plan compliance and efficiency.
Plan Expense and Benchmark Analysis
During this process, plan sponsors receive a comparison of their plan expenses to other plans with similar characteristics. These benchmarks underscore the plan fiduciaries’ efforts to maintain cost-effective performance and service for participants.
This new law creates regulations for the financial services industry as follows.
Transparency Plan Expenses
My business model has always included full transparency of all plan-related expenses. A copy of the comprehensive fee disclosure form I use is available upon request.
The ability to serve as an ERISA 3(21) limited scope fiduciary emphasizes our commitment to incorporating best practices and staying abreast of industry developments.