What is this?

Our Monitoring Service works with the Retirement Plan Investment Committee in staying within the parameters of the Investment Policy Statement.  It provides a dashboard view of each of the individual holdings offered within the retirement plan along with a ranking of each holding against the peer group.

How does it help me?

It is the employer’s responsibility to have ongoing information on each of the individual offerings within the retirement plan.  The Investment Committee must have a strategy to keep or discard a mutual fund or separate account not meeting the parameters of the Investment Policy Statement.  This service works in conjunction to your unique IPS to achieve this goal.

Who do I contact for questions?

For more information on using the Pry Advisory Group Pension Consulting Services to create a more efficient process within your company’s retirement plan, contact us at 419-423-4481 or email us at info@PryGroup.com.

What do I need to bring?

A copy of the Plan Document

An updated copy of the Investment Policy Statement

All Sales Material given to the employees and/or a new hire