Fiduciary Management
Contractual sharing of fiduciary role
Establishment of investment process
Maintenance of plan documentation

Investment Expertise
Investment Policy Statement
Investment selection and monitoring
Qualified Default Investment Alternative (QDIA) review

Participant Services
Investment guidance
Customized employee communications
Group and individual education

Vendor Search
Benchmarking of plan costs, services, and investment options
Provider search, selection, and implementation

Plan Design
Review of plan eligibility and distribution
Contribution modeling/analysis
Ensuring compliance with legislation

Why We're Different
Our independence
The AIF® designation