Retirement Planning and Investment Consulting
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