OUR PROCESS
A Process, not a Transaction
Our job is to take as much off of your plate as possible. Whether that’s providing fiduciary services as a 3-16, 3-21 or 3-38 co-fiduciary, providing employee education or just helping you process loans and distributions we have the expertise to make your life easier. Depending on your plan, our services may include:
Administrative Support
- Reviewing objectives and options available through the Plan
- Plan participant education
- Development / maintenance of fiduciary audit file
- Third Party Administrative services
Service Provider Support
- Assist fiduciaries with a process to select and monitor service providers
- Assist fiduciaries with fee benchmarking
- Coordinate and assist with service provider replacement
Investment Monitoring Support
- Periodic review of investment policy and Plan objectives
- Assist the Plan committee with monitoring investment results
Participant Services
- Facilitate group enrollment meetings and coordinate investment education
- Assist Plan participants with financial wellness education
Call us at (619) 942-4510 to learn more or set up a consultation.
