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A
business owner in the 21st
century has a greater responsibility to
maintain the integrity of the company’s
retirement plan than ever before.
The quarterly meeting of the Investment
Committee is essential to the ongoing
maintenance of the retirement plan and a
review of whether the holdings are still
within agreeable parameters is the main
responsibility of this committee.
Providing written documentation of current
policies and procedures as well as
consistent documentation of annual updating
and recordkeeping are now a common place
practice in most organizations.
Pry Advisory Group’s Pension
Consulting Department works with businesses
to evaluate current processes,
provide guidance for improvement or
certification through CEFEX – The Center for
Fiduciary Excellence.
We work with the Investment Committee to
help the derive the necessary information
from the data they receive. We also help
them maintain the highest integrity to their
employees through a solid due diligence
process.
For more
information regarding our Pension Consulting
services, please click on a link below:
Plan
Document Review
Investment
Policy Statements
Employee
Education
Monitoring
Service
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