ONGOING REVIEW

Our promise is to never stop working for you

Having a compliant, cost-effective retirement plan in place is only half the job. It still has to perform. We keep watch over your plan to make sure it consistently meets the highest standards.

Our ongoing plan support involves:

  • Managing the health and welfare of your program over its lifetime
  • Advising you on regulatory changes
  • Conducting investment due diligence on a quarterly basis
  • Monitoring and reviewing fund manager performance
  • Continuous benchmarking analysis

You can count on us to work hard at all times to ensure your plan is meeting the long-term goals of your organization and employees.