What We Do
We provide a thorough process to help plan sponsors evaluate, understand and implement comprehensive retirement programs.
- Investment strategies
- Plan design assistance and compliance support
- Participant services
- Certified as 3(21) fiduciary advisors
Plan Sponsor Services:
- Review Current 401(k) Retirement Plan System and Document
- Help Establish Retirement Plan Committee
- Assist in preparation and review of Investment Policy Statement
- Review Retirement Plan investment line-up and suggest alternatives as necessary
- Assist in reviewing all charges and fees, investment and administrative, related to the Retirement Plan
- 3(21) Investment Fiduciary Services
- Ongoing Performance reporting – Quarterly FiRM Reports
- Ongoing investment recommendations
- Education services to plan committee
- Education and enrollment programs
- First Point of Service Contact – we represent you, not the provider
- Annual 401(k) Plan Benchmarking
- Ongoing Monitoring of regulatory changes – i.e. DOL Fiduciary Standards – effective 6/9/2017
- Quarterly / Semi-Annual Trustee meetings
Contact Us To Receive Your Complimentary Retirement Plan Healthcheck
1 A survey from Pentegra Retirement Services