Montgomery Retirement Plan Advisors helps you address these issues. We will work with your retirement plan committee to develop a sound investment strategy, document it in an Investment Policy Statement and use institutional quality analytical tools to monitor your funds using nine qualitative and quantitative metrics.

Each step of the process is carefully documented and discussed in regular retirement plan committee meetings.

Your Fiduciary Investment ReviewTM is fueled by Zephyr Style Advisor and other institutional quality tools. Click here for a sample quarterly report.

Service	Details
Investment Policy Statement	We create or upgrade a draft of your plan’s Investment Policy Statement, which we will update as needed.
Fund Selection	If you are changing providers or creating a new fund menu, we will recommend a diversified fund menu of highly rated funds, following a “best fund at the lowest cost” approach.
Market Summary	We provide a quarterly analysis and commentary on the market and investment trends
Quarterly Fund Monitoring	Our analysts and consultants evaluate your investments using the Fiduciary Investment ReviewTM, based on the criteria in your Investment Policy Statement and will recommend funds for replacement or “Watch List” as may become necessary.
IPS Fulfillment	We measure the investment results by the criteria established in your Investment Policy Statement, and help you follow its procedures for placing underperforming funds on probation or replacing them.
Fee Benchmarking	We will benchmark your investment fees against peer groups and industry norms.