Fiduciary "Best Practices"                                                                                        

Many of our clients engage us to assist them with the "formalities" of being a Plan Sponsor. Engagements in this area may include any of the following:   

-helping the Plan Sponsor through a Request For Proposal (RFP) process,                      -assisting Plan Sponsors in the creation of engagement agreements with Service               Providers                                                                                                                        -helping Plan Sponsors to create or modify an Investment Policy Statement,                     -monitoring investment performance relative to said Investment Policy Statement,             -assist and coach Plan Sponsors how to hold Trustee or Investment Committee meetings.