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Retirement Plan Consulting

PLAN MANAGEMENT

PLAN MANAGEMENT

  • Plan Benchmarking & Design
  • Vendor Due Diligence Review Process
  • Service Schedule Development
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FIDUCIARY GOVERNANCE

FIDUCIARY GOVERNANCE

  • Fiduciary Education
  • Investment Policy Statement Review
  • Plan Expense Review & Impact
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3(38) INVESTMENT MANAGEMENT

3(38) INVESTMENT MANAGEMENT

  • Fund Selection & Monitoring
  • Investment Platform
  • Trust committee Support
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FINANCIAL WELLNESS

FINANCIAL WELLNESS

  • Enrollment Process
  • Employee Education
  • Financial Consultation
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EXECUTIVE STRATEGIES

EXECUTIVE STRATEGIES

  • Executive Benefits
  • Non-Qualified Plans
  • Supplemental Insurance Needs
  • Succession Planning
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BENEFITS OF CHOOSING AN AIF<sup>&#174;</sup>

BENEFITS OF CHOOSING AN AIF®

  • Experience
  • Education
  • Examination
  • Ethics
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