Retirement Plan Services Through our alliances with Retirement Plan Advisory Group™ and GRP Advisor Alliance, we offer objective advice on how to structure a competitive, qualified retirement plan that aligns with your business goals and cost parameters. Serving as an objective guide for plan sponsors, we help you navigate through the maze of investment options, plan design considerations, participant education, vendor resources, and more. Our services include:Fiduciary SupportWe assist with fiduciary risk management strategies, helping you keep your 401(k) or 403(b) plan in compliance with ever-changing regulations, and systematically monitoring your plan’s investment options. Our professionals can provide fiduciary responsibility, including:Plan policy development and documentation, including an Investment Policy Statement and Committee charterFiduciary and Retirement Committee training and ongoing educationComprehensive fiduciary oversight reviews and checklistsMeeting minutes and plan records documentation and retentionInvestment CounselingWe will guide you to a competitive retirement plan that is right for your organization by serving as your investment counsel. This includes:Investment Policy Statement- We assist you in developing a customized Investment Policy Statement (IPS) to serve as a blueprint for selecting and monitoring the plan’s investmentsInvestment Selection- It’s important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation processInvestment Monitoring- We conduct quarterly investment reviews to ensure performance and expenses remain consistent with plan objectives and IPS criteriaTarget Date Funds-Target date analysis and custom target date solutionsPlan BenchmarkingAn organization has an ERISA obligation to ensure that what you or your participants are paying for the cost of your plan’s investments, record-keeping, and administration can be deemed as “reasonable.”Request for Proposal Due Diligence Process:Gathering data and pricingAnalyzing costs, services, and investment choicesFacilitating finalist meetingsMonitoring of participation levels and performancePlan cost benchmarking and analysis against other vendors and plansGuidance on areas of improvementRetirement Plan DesignWorking with Kelley Investment Advisory Services means that plan sponsors and corporations can often simplify complex corporate retirement plan obligations and plan for the well-being of their company and participants, including:Employer contribution strategiesEvaluation of qualification and eligibility issuesCompliance with legislative changesSupport services to simplify plan administrationOptimal use of safe harbor, auto enrollment and auto increase provisionsContact us today to learn more about our retirement plan services.