Investment Consulting

What are some of the concerns that plan sponsors have today regarding the operation of their retirement plan(s)?

• Fiduciary issues – both plan operation and investments
• Plan expenses – both implicit and explicit
• Education – providing the information employees need to save enough for retirement
• Providing independent investment advice to the plan trustees and participants
• Having a sound retirement program that will be competitive to recruit, retain, reward and retire    employees.

Here are some questions that may be applicable to your organization:

• Did you know that fiduciary practices have been the number one concern of plan sponsors for the    last two years?

• Are your investments managed in accordance with applicable laws, trust documents and written    investment policy statements?
• Have you reviewed your investment policy in last 2 years?
• Education in retirement plans is not getting the job done. How is the average participant in your    plan doing? Will they have enough to retire on?
• Did you know that increasing the number of investment options in a 401k/403b plan increases    fiduciary responsibility, increases confusion, and often decreases participation?


Investment Consulting

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