With our prudent guidance and process, we’ll develop a plan to help you select high-quality investments from day one and beyond. 

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If you already have a plan in place, we will… 

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Conduct a comprehensive assessment of existing investments, focusing on fund quality in terms of performance and cost.

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Evaluate plan diversification by identifying overlaps and gaps.

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Present findings and suggestions based on an analysis of the current investment ecosystem of providers, aiming to enhance the lineup of funds for future plan optimization.

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Compare existing fee and service arrangements against those available in the open marketplace, including investment options.

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Schedule a meeting to deliver our findings regarding data utilization and ongoing best practices for proper plan fiduciary governance.

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If you are starting fresh, we will gather quotes from various record keeping platforms using the data specs from your company.

After compiling the results, we will meet to review costs, structure, investment options, and determine the most suitable platform for you and your business.