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Services : 8-Point Total Fiduciary Review Fiduciary duty extends beyond the selection of investment vehicles and the development of an Investment Policy Statement (IPS). The Multnomah Group conducts a comprehensive eight-point review of plan operation. The 8-Point Total Fiduciary Review assesses the following critical areas of plan operation: • Plan document • Plan design • Administration • Vendor quality • Investment Policy Statement • Cost structure • Participant education (and behavior) • Portfolio construction and investment selection This review has been designed to quickly and easily identify for clients areas of distinction and deficiency in their retirement plan. Each aspect is carefully analyzed, measured, and benchmarked to provide plan sponsors a comprehensive appraisal of their retirement plan. |
