Retirement Plan Services


Fiduciary Guidance

Fiduciary is the new “F” word in the retirement plan universe. Don’t let these new regulations scare you. Pension Point will help you:

  • Understand your responsibility as a fiduciary
  • Identify and Train all fiduciaries in your organization
  • Develop a process to evaluate responsibilities
  • Decide which responsibilities to retain and which to outsource
  • Develop a process to manage the retained responsibilities (Investment Policy Statement)

We can assist you with the following:

  • Fiduciary Compliance Vault
  • Plan Document & Service Agreement review
  • Plan Design Review
  • Fiduciary Training & Education
  • Retirement Plan Audit
  • Investment Committee Creation
  • 404(c) Compliance & Review
  • Vendor Management & Issue Resolution
  • Coordination of Fee Disclosures
  • Conflict of Interest Discovery & Disclosure
  • Regulatory Updates
  • Investment Policy Statement (IPS) Preparation
  • IPS Annual Review


Plan Benchmarking & Vendor Analysis

At Pension Point we help our plan sponsors properly benchmark their plans every 3-5 years in accordance with DOL best practices.  Additionally, we help our clients through the process of vendor selection and monitoring.

Services we offer include:

  • Fee Comparison Review
  • Service Provider Fee/Service Analysis
  • Request for Proposal Services (RFP)
  • Retirement Plan Health Check
  • Fiduciary Benchmarks, Inc.
  • Full Plan Benchmark every 3-5 years


Investment Advisory Services

At Pension Point we help business owners select appropriate funds to put into their plans, monitor those funds ongoing, and determine if or when to replace investment managers. We use our customized monitoring system to monitor plan investments and recommend changes in the plan as necessary.

Our Investment Advisory Services Include:

  • Written Fiduciary Acknowledgment
  • 3(21) Co-Investment Fiduciary Services
  • 3(38) Investment Fiduciary Services
  • Investment Monitoring Reports
  • Quarterly Fund Review
  • Investment Committee Meetings
  • Target Date Fund Analysis
  • QDIA Analysis & Recommendations
  • Custom Risk-Based Portfolios


Participant Experience

At the heart of all of this lies the participant.  Our hands on approach gives your employee the care and attention they deserve.  From one-on-one employee meetings to risk analysis software to pinpoint tolerance, Pension Point creates an environment where participants have the opportunity to thrive.

Our Services Include:

  • Group Enrollment Meetings
  • One-on-One Financial Planning Meetings
  • Quarterly Participant Newsletter
  • Spanish Speaking Services (as necessary)
  • Custom Model Portfolios
  • Tailgate Meetings
  • Roll-In Services
  • Transition Services
  • In-Plan Investment Advice
  • Participant Education
  • Personal Risk Analysis


Contact Us for More Information