RETIREMENT

Presentation to the Marketplace
When reviewing a retirement plan provider for competitiveness within the marketplace, we begin by understanding our client’s objectives for the retirement plan and its role within their organization. Priorities may include:

• Offering top quality investment funds
• Paying competitive fees
• Providing complete employee education

Based on these priorities, we craft a detailed questionnaire designed to draw out clear descriptions from the potential providers about the full compliment of services for the retirement program.

Through our comprehensive analysis of the results, we identify finalists and produce a detailed comparison report along with an executive summary of the significant differences. We negotiate on behalf of our clients and provide a comprehensive implementation for the selected fund manager, working with the client and/or vendor to map assets as directed.