Retirement Planning and Investment Consulting

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As with our efforts with employee benefits, Benefit Design Consultants assists clients in the design, procurement, and ongoing management of a company retirement plan. 

Our focus enables us to provide a comprehensive suite of retirement plan options, consulting and brokerage services.  

What you can expect from us:

• Provide a disciplined investment due-diligence process by applying a set of quantative and qualitative criteria to fund selection 
• Monitor funds utilizating both fundamental and technical approach 
• Assist in the development of an investment policy statement, as well as ongoing monitoring of adherence 
• Provide annual asset review with documentation of investment committee due diligence 
• Provide broker consulting services 
• Support client efforts with ongoing employee education 

Analysis of Investments is based on but not limited to: 

• Performance relative to peer group or index 
• Competitive expenses 
• Management experience 
• Risk adjusted performance