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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 Services
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