Management of a retirement plan in today’s marketplace requires a true advocate. An organization with the knowledge to understand the details of plan administration, where the “potholes and significant challenges”
are and how to remedy them. A true advocate must understand the extensive list of fiduciary and legal issues that confront plan fiduciaries on a daily basis, and understand when to involve an attorney. A true plan advocate must understand the specific issues of ERISA investing and must be knowledgeable to deliver both an effective and a prudent investment process. Of increasing importance is the ability of a true plan advocate to focus on the details of service required to deliver results. This includes benchmarking costs and performance; delivering optimum plan design information and analysis and ongoing education for the executives that run the plan and the participants that are relying on positive outcomes. A plan advocate is a specialty organization.
OneFiduciary Group is a true plan advocate providing the following
services:
Plan Consulting:
Participant Success Management:
- Retirement Planning Education & Investment Advice
- GAP Analysis and Asset Allocation Analysis
- Success Strategies and Recommendations
