Retirement Plans and Investment Consulting

As with our efforts with employee benefits, Benefit Design Consultants assists clients in the design, procurement, and ongoing management of a comapny 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 andqualitative 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 realtive to peer group or index
• Competitive expenses
• Management experience
• Risk adjusted performance     

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