Plan Investment Management & Monitoring
Fiduciary Focused Investment Management
Having a prudent process to managing plan investment options is key for managing your fiduciary responsibilities.
We can help by providing 3(21) co-fiduciary services when it comes to managing your plans investment options:
- Creation of an Investment Policy Statement
- Provide quarterly investment reports
- Creation of a diversified investment menu and assist with final selection of Investment options
- Assist with qualified default investment option available to plan participants
- Provide a prudent process for scoring investments and removing underperforming investments.
- Assistance in the documenting of investment committee meetings.