INVESTMENT ADVISORY CONSULTING
Our investment consulting philosophy is comprehensive and fiduciary first. Every recommendation we make is grounded in helping you meet your obligations to plan participants. We provide independent, personalized investment guidance designed to advance your plan's strategic objectives.
Key Practice Components:
Ongoing portfolio monitoring and performance oversight
Comprehensive investment guidance and support services
Regularly scheduled meetings with your Plan Investment Committee to evaluate and refine investment strategy
Development, implementation, and ongoing maintenance of your Investment Policy Statement
Detailed fund expense analysis, peer benchmarking, and performance evaluation
Targeted investment manager searches for when fund replacements are warranted
EMPLOYEE ENGAGEMENT
Meaningful employee engagement is one of the most important factors behind a successful retirement plan. Helping your workforce prepare for retirement begins with clear, effective communication. Beyond that, strong engagement programs are essential to fulfilling your fiduciary duty to help participants achieve the best possible outcomes.
Our Expertise Includes:
Designing a tailored Annual Communication Strategy informed by a deep understanding of your employee demographics
Reviewing and monitoring all Service Provider notices and required disclosures
Organizing and leading employee education meetings
Offering personalized one-on-one assistance to employees via phone or email
Guiding employees through financial planning and risk management to help secure their financial future
EXECUTIVE BENEFITS AND NON-QUALIFIED DEFERRED COMPENSATION
Attracting and retaining top-tier talent demands a thoughtful benefits strategy. Our team brings deep experience in designing executive benefit programs that motivate, reward, and retain your most valued leaders.
Managing executive benefit and non-qualified deferred compensation plans effectively calls for advisors who understand your organization's unique structure and can build a program that is fully compliant, cost-efficient, and aligned with your strategic priorities.
Our Executive Benefits Consulting Services Include:
Non-Qualfied Deferred Compensation Plan design and management
Full-cycle plan documentation, installation, and administration
Supplemental executive and corporate benefit programs
Supplemental disability coverage solutions
Key person insurance strategies