Our team of experienced retirement plan specialists can help you with all aspects of establishing and managing the plan that’s right for your company.
The Campbell Courtright Group can help you identify and evaluate your company’s needs, so you can select the appropriate plan features and services.
The Campbell Courtright Group can work with you to find the provider that best fits your needs, by considering factors such as record keeping, communications, investment flexibility, compliance, fees and services.
An Investment Policy Statement (IPS) clearly defines plan goals and provides the plan sponsor and investment committee with guidelines for making investment decisions. Specific information on matters such as asset allocation, risk tolerance, and liquidity requirements would be included in an IPS. The Campbell Courtright Group can help you create this document.
The Campbell Courtright Group can help you select a range of investment options that are consistent with your plan’s Investment Policy Statement.
It is imperative to monitor the performance of your plan’s investments against the goals outlined in your Investment Policy Statement. We can provide the tools and guidance to help you maintain an appropriate range of investments.
Inevitably, there are issues that can arise in connection with the day-to-day activity of your plan. The Campbell Courtright Group can help you address and resolve them.
Creating and maintaining a fiduciary audit file is one of the best ways to document ERISA compliance should accusations of a fiduciary breach ever arise. The Campbell Courtright Group can help you establish such a file.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.