Our advisory services involve the plan trustee and the plan participant.
We assist the trustee in developing the proper investment mix for the plan. This mix includes a diversified group of investments from relevant asset classes. We analyze funds based on past performance, manager experience, style, fund size, expenses and other factors. We include investment models or portfolios for investors who prefer not to make investment decisions.
We hold periodic enrollment meetings where new and existing participants can attend to learn about 401k investing, funds available, retirement goals, retirement income planning and other topics.