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)
Plan Benchmarking &
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.
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 proprietary monitoring system to monitor plan investments and recommend changes in the plan as necessary.
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 thrive.