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In today's ever changing regulatory market, it is more important than ever to stay on top of your 401K retirement plan. We at Labrum Capital Advisors, LLC are here to help you manage your fiduciary responsibilities regarding your company's retirement plan.
If you answer no to any of the following questions, now is the time to review your plan:
We save companies and participants money by conducting detailed Fee Benchmarking to ensure total plan costs are relative to services received
If you answer no to any of the following questions, now is the time to review your plan:
- Have you done a complete review of your 401k plan in the last 12 months (including competitive analysis, mutual fund review & fiduciary)?
- Are you up to date with your fiduciary responsibilities in sponsoring a retirement plan?
- Do you have a written Investment policy statement and a written fund review and monitoring process?
- Have you conducted a professional employee education meeting in the last 12 months?
- Have you conducted a fee comparison to make sure your plan is competitively priced?
- Do you understand the new "full fee disclosure" rules that will begin in 2012? The rule is known as 408(b)2) and creates a new ERISA fiduciary duties and disclosures to employees.
We save companies and participants money by conducting detailed Fee Benchmarking to ensure total plan costs are relative to services received
- Service Provider Comparison
- Total Cost Analysis
- Investment Opportunities
- Provider Contract Review
- Investment Analysis Reports
- Asset Allocation Models For Participants
- Quarterly Market Review
- Investment Education Meetings
- One-On-One Guidance and Financial Planning
- Educational Material
- Bi-Lingual Consultants
- Create & Maintain Investment Policy Statement
- 404(c) Guidance/Compliance
- Create & Maintain Fiduciary Audit File
- Fiduciary Plan Review