Investment Policy Management:

The purpose of managing an investment policy is twofold.  First a documented prudent process minimizes the fiduciary liability footprint of a retirement plan.  Second, and most important for the success of a plan is that strong process often leads to improved results.

 

OneFiduciary Group offers plan sponsors a disciplined, credible and documented investment evaluation, selection and monitoring process for retirement plans. Our process offers long-term added value by providing the plan sponsor with the decision making tools and the documentation needed to satisfy its fiduciary duty.

• Create or Revise Investment Policy Statement
• Review fund performance and risk measurements versus investment policy criteria
• Deliver Quarterly Monitoring Report of investment and plan performance based on criteria described in the Investment Policy
• Facilitation of Quarterly plan committee meetings 
• Coordination and implementation of fund selection, de-selection, and communications surrounding the process of changing/adding funds.
• Preparation of meeting minutes