Investment Consulting

 

  Investment Policy Statement
  Menu Design
  Investment Monitoring
  Committee Meetings
  Replacements & Manager Searches
   

          

 
 

Plan Design

 

  Technical Support
  Design Recommendations
  Audit and Compliance Coordination                  
  Retirement Adequacy Studies
     
   

          

     
 
 

Fiduciary Assistance

 

  Fiduciary Reviews
  Fiduciary Training and Education
  Fiduciary Coverage
  Guide Fiduciary Roles & Responsibilities
     
   

 

   
 

Provider Management

 

  Annual Fee and Service Reviews               
  Provider Search & Selection
  Transition Management
  Contract Negotiations
     
   

           

 

 

Participant Education

 

  Participant Education Calendar
  Targeted Communication to Meet Plan Goals
  On Site Enrollment Meetings
  One on One or Group Based Financial Assistance 
  Individual Retirement Gap Analysis
   

 

      
 
© 2016 Plexus Financial Services, LLC