Retirement Plan Investment Services
Retirement Plan Analytics provides consulting and fiduciary services aligned with desired plan and participant outcomes. We not only help you establish an investment strategy to address the unique needs of your organization and plan participants, but can serve as ERISA 3(21) and 3(38) co-fiduciary advisors for the plan.
Retirement Plan Analytics Consulting Services include:
- Co-Fiduciary services; ERISA 3(21) and 3(38)
- QDIA funds review
- Investment analytics/search
- Ongoing monitoring
- Investment policy statement review
- 404(a), 404(c) assistance/education
Learn how Retirement Plan Analytics’ investment services can help optimize your retirement plan.