Retirement Plan Services
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