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Back to Retirement Plans: Introduction

With us as your partner, you can choose from the universe of mutual funds—free from proprietary vendor or product pressures and conflicts of interest. We will help you select the mutual funds that most appropriately fits the specific needs of your firm and your participants.

Plan fee disclosure
Our customized disclosure reports include:

  • Participant statement fee disclosure
  • 404(c) notice preparation
  • DOL fee disclosure grid

Ongoing monitoring
Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance
  • Ongoing fee update reports
  • Guidance on areas of improvement