HIGHLIGHTS
- ERISA 3(21) and 3(38) fiduciary status
- Defined benefits plans
- Defined contribution plans (401(k), 403(b), cash balance, etc.)
- Municipal pensions and 457 plans
- Fee benchmarking
- Vendor/RFP management
- Fiduciary training and reviews
- Participant education, communications, and enrollments
- Plan governance and participation in quarterly review meetings
- Investment policy statement development
- Investment menu selection, monitoring, and replacement
- Custom portfolio design and management
- Transition management
- Problem resolution support
- Pricing and contract negotiations
VIEW CASE STUDY 2