Prime Buchholz has been providing investment consulting services to ERISA retirement plans—both defined benefit (DB) and defined contribution (DC)—for over 20 years. Whether we’re providing guidance on liability-driven investing for DB plans or fund/vendor selection for DC plans, we understand how important it is to serve as a prudent steward of our clients’ assets. Our goal is to help our clients meet their fiduciary responsibilities, including:
- Following a sensible process for selecting participant investment options and service providers
- Selecting investment options that are judicious and diversified
- Monitoring investment options and service providers to ensure that they continue to meet the investor’s needs
- Confirming that fees paid to service providers are reasonable and fair