Plan Sponsors and Investment Committees

• Investment Policy Statement

• Education Services to Plan Investment Committee

• Plan Search/Support Vendor Analysis

• Service Provider Liaison

• 404(c) Assistance

• Ongoing Investment Monitoring

• Assistance with Changes in Investment Options

• Ongoing Investment Recommendations

• Qualified Default Investment Alternative Advice

• Performance Reports

• Benchmarking Services

• Assistance Identifying Fees

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.