Our consultants utilize a thorough investigative approach to create and maintain programs that meet our clients’ needs.  Our approach includes:

 

•  Assessment and recommendations on plan design
•  Tendering of plan specifications to open market
•  Assistance in the selection of asset managers
•  Ongoing monitoring of investment performance
•  Demographic reviews to design a fund shelf appropriate for the group and the plan members
•  Ensuring all plans are registered and all compliance issues are addressed
•  Actuarial valuations and cost estimates
•  Plan administration assistance
•  Employee meetings and communications
•  Review of investment expenses