PATH

OPERATING A  COMPLIANT  RETIREMENT PLAN

 

Lay out an efficient path based on our retirement plan experience and knowledge:

PROCESS

PROCESS

MANAGING YOUR FIDUCIARY RISK

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We work beside you to outline an

investment review process as we

help you evaluate:

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» Overall Plan Costs

» Service Provider Offering

» Plan Design Assessment

» Investment Lineup

» Fund Performance

» Transactional Compliance

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Together, we strive to help you manage your fiduciary liability by adhering to a prudent process where we review, evaluate, document, monitor, and focus on outcomes.