Our Fiduciary Advisory Service is designed to meet the varied needs of plan sponsors. The basic tenets of our approach are that we act as a co-fiduciary and provide objective and independent investment consulting services. We assist you whether you favor a bundled or unbundled approach. In consultation with you, we determine what makes the most sense for your organization and provide you with the information you need to make a knowledgeable decision.
We oversee 401(k), 403(b), and 457 plans, as well as defined benefit plans, profit sharing and money purchase plans, non-qualified deferred compensation plans, and employee stock ownership plans. |
