The Power of Good Advice.
Harnessed in your employer sponsored retirement plan.
"Simplicity is the ultimate sophistication"
Leonardo da Vinci
For most people, one of the biggest purchases they will ever make is what they invest towards their retirement!
With this mind, it's important plans be as efficient as possible
SERVICES AS A PAID
CHIEF FIDUCIARY RETIREMENT OFFICER
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3(21) & 3(38) Fiduciary Services
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Investment Policy Statement Development & Review
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Investment Menu Design
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Investment Selection & monitoring
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(QDIA) Qualified default Investment Alternative Selection & Review
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Plan Audit Evaluation & Benchmarking
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Vendor Evaluation, Search & Comparison
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Employee Communication, Education & Personal Planning
Still using Target Date Funds in your plan?
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