A Proactive Approach
Through our process, we strive to anticipate your needs and stay in regular contact, whether it’s through targeted communications and education programs, on-site employee education, fiduciary training for committee members, year-end investment and plan reviews, or regular committee meetings.
IFS assists plan sponsor fiduciaries (known as Investment Stewards) with fiduciary risk management strategies. Our ERISA Investment Fiduciary status enables us to help plan sponsors pursue high levels of fiduciary standards.
We are committed to keeping you informed, providing quarterly newsletters, legislative and regulatory alerts. We strive to make our meetings innovative, educational, and entertaining.
We provide full fee disclosure and transparency. We hold comprehensive reviews of our advisory fees during the initial meetings as well as on an annual basis.
We begin by benchmarking your current plan to determine how competitive the plan is from a plan administrative, investment, and cost-effective perspective.
We think it is critical as part of the new client onboarding process to conduct a plan compliance review and in depth document review.
Once we help you select a plan provider, we establish a due diligence process to help you plan and document fiduciary control activities and responsibilities.