Defined Contribution Advisory Services

We’ve been advising defined contribution (DC) plan sponsors for almost 30 years. Our goal is to help our clients—and their participants—maximize the value of their DC plan benefits. Leveraging our practical experience as plan sponsors and our work with other clients, we’re well-positioned to help plan sponsors meet their fiduciary responsibilities with confidence.

Our comprehensive range of DC investment advisory services includes:

• Fiduciary process/plan review
• Fund recommendation/performance monitoring
• Plan sponsor education
• Plan fee analysis
• New product review
• Plan review and benchmarking
• Employee communications strategies
• Service provider searches

 

Our experience shows that fiduciary risk management is all about establishing a process, following through with that process, and monitoring it on an ongoing basis.

Fiduciary risk management: Process is key.