• Vendor search
  • Transition services to new record-keeper
  • Provider fee and service reviews
  • Committee/Trustee meetings
  • Develop & maintain Investment Policy Statement (IPS)
  • Plan design consulting
  • Benchmark fees and value assessment
  • Provider management and ongoing evaluation
  • Basic Compliance review
  • Act as a 3(21) fiduciary (limited scope)
  • Consult on appropriate fiduciary support
  • Daily plan management as needed
  • Create and improve plan participant strategy
  • Quarterly Plan Sponsor newsletter