Investment Policy Statement Generation and Review
Alera will help you develop an Investment Policy Statement or use the Plan Sponsor's existing Investment Policy Statement to define, implement, and monitor the Plan Sponsor's investment strategy.
Recommendation of Investment Options
Our investment consultants perform due diligence reviews and recommend investment options for selection by the Plan Sponsor.
Monitor Investment Performance
We regularly review investment performance against appropriate index benchmark, peer group and Investment Policy Statement objectives as well as deliver quarterly monitoring reports. In addition, we coordinate investment option selection, de-selection, and communication concerning the process of changing investment options in the Plan.
Investment Committee Services
Our investment consultants help coordinate as well as facilitate meetings with Plan trustees as well as review performance with investment committees.
Contact us today to learn more about how Alera can help with your company retirement plan, and sign up for a complimentary customized Retirement Plan Playbook that's based on a discovery process with one of our advisors.