Lower Costs, Higher Returns

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• ERISA Compliance: Ensuring the plan meets all Department of Labor (DOL) and IRS regulations, including proper documentation and reporting.

• Investment Advice: Selecting and monitoring the investment lineup, ensuring funds are prudent and diversified.

• Fee Benchmarking: Analyzing and validating that plan fees are reasonable.

Benefits of Using a Consultant

• Fiduciary Liability Protection: Acting as a co-fiduciary to reduce the employer's liability 

• Improved Plan Performance: Professional oversight often leads to better investment outcomes.

• Time Savings: Outsourcing the investment oversight allows employers to focus on running their business