Don't let your employee benefit program become an employer liability
Assess Investment Performance.
Validate the suite of investment offerings
- Scorecard System - An in-depth methodology to research and evaluate strategies.
- Plan Asset Link - Tracks system-wide data by syncing investment lineup and assets from recordkeeper.
- Target Date Fund Analyzer - A process to assist plan fiduciaries in selecting and monitoring TDF's.
Support Plan Compliance.
Identify gaps and create an action plan
- B3 Provider Analysis - Benchmarks and evaluates plans, fees, services and investments.
- Fiduciary Fitness Program - ERISA compliance benchmarking system.
Create Informed Outcomes.
Paradigm-shifting technology for helping clients advance courageous plan design
- PLANavigator - Project costs and outcomes in order to help you construct an effective plan design.
Prudent fiduciary processes.