Retirement Plan Services

Experience a Commitment to Fiduciary Care

The Lifetime Companies Offers a Complete Array of 3(21) and 3(38) Fiduciary Partnerships

  • Full Request-For-Proposal (RFP) Search / Vender Analysis
  • Benchmarking of retirement plan service providers.
  • Assist with establishing a clearly defined and powerful governance process
  • Investment Policy Statement (IPS) preparation assistance and review
  • Regular investment monitoring reporting and review
  • Investment Option Analysis, Recommendations, and/or Selection
  • Investment Committee education and minutes
  • Participant enrollment and education
  • Fiduciary Vault – electronic storage of ALL historic documents, reports, minutes, etc.

Three Key Benefits to Plan Sponsors

Empowered by objective, independent fiduciary advice, your retirement plan committee will receive:

  • Keen insights and best practices to help navigate a maze of complicated regulatory issues and disclosure requirements
  • Purpose-built tools, to provide recommendations and monitoring of investments and investment performance that take into full consideration the methodology and documentation that ERISA requires
  • Access to comprehensive financial education and enrollment programs designed to improve retirement readiness for your employees