To meet the needs of defined benefit and contribution retirement plan sponsors we offer the following services

• Investment policy development and maintenance
• Investment manager search and selection
• Quarterly performance evaluation and fiduciary compliance
• Cost analysis and control
• 401(k) education meetings and print materials, including language translation
• The construction and monitoring pf custom portfolios
• Recordkeeping, trustee and custodial search and replacement

For a discussion of your needs or to receive a proposal, please
contact Taya Geiger.