(314) 726-6789Our objective is to provide our clients with a retirement plan solution that accomplishes their goals in the most cost effective manner, with the best possible investment alternatives.
If your plan has already been established, FWM will conduct a comprehensive Fiduciary Review of your existing plan. The review includes analyzing your expenses, reviewing investment options and employee education policies, and retirement plan design. To that end, the sponsor will provide a current list of investment options as well as a list of participant ages and deferral elections.
If you are looking for guidance in establishing a new plan, FWM can certainly help. We have pre-existing relationships with multiple retirement plan providers and will help you request and assess plan proposals so that we can help you pick the best option for you and your participants.
Once the provider has been selected, FWM will work in tandem with the sponsor to select appropriate investment options and default investments while also serving as a liaison in ongoing communication with the retirement plan provider.