Retirement Plan Consulting
Ican advise or work with your retirement plan’s administrator to build or update your investment policy statement (IPS).
I can build a template for your company’s 401(k) or ERISA 403(b) based on your IPS. And I can produce plan-specific investment recommendations and reports and fee and compliance reports, which are required by the government.
For example, I hold employee meetings to help them understand asset allocation; I also provide employees with risk tolerance questionnaires as well as detailed information from Morningstar, as well as others, on the investment options available in your plan.