Taking a holistic approach to defined contribution consulting, we partner with you to help you fulfill your fiduciary obligations. Simpler is better - too much choice leads to greater participant confusion. Our defined contribution investment consulting services include:

• Assisting in the development of a diversified* menu of investment options across core asset classes
• Identifying and documenting all revenue sources to retirement service provider(s)
• Assessing level and quality of services against costs
• Conducting quantitative and qualitative due diligence on funds against relevant benchmarks
• Providing consulting services to assist you in adopting and maintaining an investment policy statement