Manage Your Business
Services
Fiduciary Advisory Services:
- Ongoing 3(21) and 3(38) fiduciary services (FCFA will assume role as a co-fiduciary for services rendered)
- Corporate governance audits and education
- Plan document collection and repository services
Investment Advisory Services:
- Plan investment policy creation and ongoing maintenance
- Investment menu/strategy creation and ongoing performance monitoring
- Comprehensive investment, cost, and service analysis
Service Provider Analysis:
- Vendor searches and due diligence services (RFIs and RFPs)
- Assistance with vendor contract negotiations including plan financing strategies
- Service provider and fee benchmarking consulting services
- Plan design consulting
- Retirement income solution feasibility consulting
Communication and Education Services:
