Consulting Services
As an SHJ client, you will benefit from the objective advice and services we can provide, without any conflicts of interest. We work with the full range of retirement plans and devote our expertise to your plan’s success.
The Employee Retirement Income Security Act (ERISA) requires plan sponsors to
exercise prudence and due diligence in the selection and monitoring of
retirement plan providers. With so many established providers, it can be a
daunting task for anyone who does not specialize in retirement plans.
ERISA holds that a plan fiduciary must exercise due care to ensure that their plan expenses are “reasonable.” We can help you benchmark your costs by:
- Reviewing your vendor’s structure and associated costs;
- Analyzing Investment Fund costs including expense ratios, redemption fees, and revenue sharing arrangements;
- Reviewing Advisor services rendered and compensation paid.
- Determining costs for participant education and other services.
Please contact
Scott Brookes, AIF
® for more information on our consulting services.