During the first phase of a new client relationship, Montgomery Retirement Plan Advisors will review all aspects of your retirement plan and suggest high-impact improvements.
Service
Details
Fiduciary Compliance Checklist™
Employing our Fiduciary Compliance ChecklistTM tool, we review over 60 fiduciary exposures and recommend actions your organization can implement to mitigate your risks. Our Fiduciary Compliance ChecklistTM encompasses the Prudent Practicesfor Investment Stewards recommended by the Center for Fiduciary Studies and the AICPA. Our Managing Principal has been awarded the Accredited Investment Fiduciary® designation by the Center for Fiduciary Studies, which operates in association with the University of Pittsburgh Graduate School of Business.
Cost and Revenue Analysis
Our in-depth fee review reduces the confusing layers of plan fees to an itemized, unambiguous Total Cost Analysis. This study also reveals potential conflicts of interest that may occur due to payments exchanged among the parties serving your plan.
Fund Evaluation
Using Zephyr Style Advisor and similar institutional quality tools, we monitor your plan investments using nine key metrics. As necessary, we will recommend potentially beneficial replacements or additions from your provider’s available funds.
Plan Design Review
We benchmark your plan against industry norms and recommend alternative plan features that can help you reach your plan objectives.
Operational Review
We conduct an initial review of your plan operations, enrollment practices, administration and contracts, making recommendations that will help you achieve your objectives more efficiently.
