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Sponsors of participant-directed retirement plans face special challenges.
Participants have varying degrees of knowledge, experience, and comfort with
investment decision-making. Even the most carefully designed and
maintained program will fail to achieve the results desired in participants
don't know how to use it. We have a wealth of experience with content
covering financial planning, investment basics, asset allocation, fund
selection, and analysis methods for advanced investors.
Key Benefits
 | Increased participation and contribution rates |
| Better investment decisions made by participants, leading to greater
satisfaction with the plan |
| Maximum protection for plan sponsors concerned with the possibility of
participant litigation |
| Education and advice that fits the sponsor's budget and tolerance for
fiduciary risk |
Typical Services
- Education & Communication Program Design
- A thorough review of your current education materials, past investment
behavior, and current attitudes about the program leading to development of
new content and design elements. May include research through
interviews, surveys, and focus groups. Project scope is carefully
controlled to meet budgetary constraints while yielding measurable results.
- Asset Allocation Programs
- Model investment portfolios for participants of various risk profiles,
designed either as investment education or advice. Based on
asset-class characteristics or specific plan investment options, using
contemporary portfolio construction methods.
- Investment Advisor Searches
- Management of the process to select a qualified investment advisor to
provide specific investment advice to participants. Includes
administration and analysis of RFP's for either face-to-face, call center,
or internet-based advisors.
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