Specifications include, but are not limited to: Develop an Investment Policy Statement
Evaluate fund design and performance, and recommend fund offerings and structure
Evaluate and benchmark fees, and assist in negotiating fees to maximize plan efficiency
Provide training regarding fiduciary duties, industry or regulatory developments or other pertinent topics
Prepare reports and meet on a regular basis to review and advise, as deemed appropriate
Other general advisory services relative to industry best practices for the management of employee 401(k), 457 and IRA retirement plans.