Retirement Plans and Their Consultants and Advisors

Our firm’s long-term investment focus aligns perfectly with the long-term goals of retirement plan participants.

We work closely with plan sponsors, advisors, relationship managers and consultants for defined contribution plans, providing insights on how sponsors can manage plans more effectively and best serve the needs of participants.

These include informed perspectives on plan design optimization and benchmarking, as well as education on fiduciary issues to better assess and manage risk.