What We Do

 

What Are the Services that Fiduciary Consulting Group Provides?

  • Plan Fee / Service Review and Analysis

This service includes a detailed review of the plan, including total hard expenses and disclosed soft costs, vendor analysis, review of investment options (with recommendations - if desired), fiduciary procedures, and other relevant issues.

  • Plan Benchmarking
  • An Investment-lineup Analysis and Replacement Fund Selection / Recommendations

The design of any Retirement Plan can impose restrictions on what investments can and cannot be offered. All Investment Analysis work will include fee reviews.

  • A Full (or Limited Purpose) Retirement Plan Vendor Search

Once the requirement for another service provider has been identified - then the search for a new vendor emerges. The FCG Vendor search process includes OBJECTIVITY as the lynchpin of our service-process.

  • Fiduciary Training and Education

These sessions are structured to incorporate current legislation, the law and historical fiduciary practices. These sessions are targeted to the Retirement Plan Trustees and Stewards who are charged with the prudent oversight of Retirement Plan Funds/Assets.

  • Investment Performance Measurement & Vendor Monitoring

Regularly scheduled Investment reviews for the Plan's Fiduciaries or other interested parties.

  • Statement of Investment Policy -
    • the Development of a Statement of Investment Policy; or
    • the Analysis of an Existing Statement of Investment Policy

A Statement of Investment Policy will serve as the roadmap for the investment success of any Retirement Plan.