Our service offering includes:

• Fee and service benchmarking  
• Investment consulting delivered as an ERISA Section 3(21) or 3(38) fiduciary advisor
• Financial Wellness: Help Identify, develop and implement education strategies that best aligns with your needs.
• Participant investment advice
• Plan design consulting
• Plan governance and compliance
• Vendor management and contract negotiations
• Fiduciary Training for Plan Committee members
• Communications: design custom communications to help plan sponsors with rolling out a new program or to engage participants around a specific topic
• Online Request for Proposal Searches for Recordkeepers, custodians, trustees or 3rd party financial wellness providers.
• Outsourced CIO searches for Endowments, foundations and other pools of corporate assets.
• Pension Investment Manager Searches: assist plan sponsors in either benchmarking their existing pension plan partners or conduct a RFP to help identify new ones