The Prudent Process™ approach to retirement plan advisory services was designed to improve the governance, oversight and decision making capability for the busy plan fiduciary and investment committee. Through this tailored approach, we help educational institutions, healthcare corporations, and small and large companies meet the specific needs of their organization’s plan. Our team stays abreast of changes in the regulatory environment and provides the proper retirement plan support for your company.
While overseeing the retirement plan and investments is an important task, it is usually only one of several professional functions performed by those with fiduciary responsibility. The goal of our Prudent Process™ is to organize much of the key data from the substantial amount of supporting reports and information into a concise understandable and actionable system. Our process provides an efficient way to view the attributes of the plan and see which areas need further detailed review and action.