Trustee Services

Trustee Services

Trustee Services


Employers strive to offer a benefit that will attract and retain employees while keeping costs down and maintaining proper compliance to avoid liability and lawsuits. Our services are designed to do just that.

From implementation to daily management, we monitor the plan and act as your dedicated retirement plan department overseeing all aspects of your plan.

Investment Services

  • Monitor and evaluate plan investments quarterly
  • Replace under performing investments
  • Establish investment plan policies and procedures
  • Provide Investment Policy Statement

Able to implement a unique range of investment vehicles:

  • Mutual funds
  • Exchange traded funds (ETF)
  • Index Funds
  • Managed portfolios
  • Target Date Funds
  • Stocks
  • Bonds
  • Self-directed brokerage accounts
  • Land*
  • Gold or other metals*
  • Buildings*
  • Horses, Cattle*

Benchmarking Services Our plan evaluation and analytic tools are available to you at any time:

  • FI360 investment analysis reports
  • Morning star reports
  • Fiduciary Benchmark reports
  • Plan Health Reports.

Fiduciary Services

  • Trustee meetings to review plan analytics & costs
  • Reduce fiduciary exposure
  • Monitor plan fees
  • Negotiate vendor fees
  • Monitoring of all service providers
  • Plan document review and compliance
  • Review of all documents before trustee signs

Vendor Selection Services

  • Conduct vendor search based on your needs
  • Manage the Request for Proposal process
  • Plan implementation advocacy service

Administrative Services

  • Monthly Plan monitoring
  • Assistance meeting all plan deadlines
  • Department of Labor (DOL) audit assistance
  • Plan design consulting

* Available through 3rd parties only. No compensation received or affiliation with any 3rd party vendor

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