Investment Consulting

Solid Partners. Tailored Solutions.

At the core of a robust retirement plan offering is a menu of investment options that allow participants to meet their long-term objectives. At BFSG, we use a mix of resources, from Bloomberg to Morningstar (and several others) to produce all research in-house. Additionally, when it comes to comparing investment options, we have developed a proprietary Evaluation Methodology to rank managers relative to their peers.

Process Is Key

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Fiduciary Counselling Services

Do you prefer assistance with designing the investment menu, or would you prefer to outsource that responsibility entirely? We provide both ERISA 3(21) and 3(38) services.

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Investment Policy Statement

Establishing the framework for evaluating the Plans investment options.

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Fund Selection and Monitoring

Performance, Risk, Style, and Expense, along with an intensive qualitative review.

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Qualified Default Investment Alternative (QDIA) Selection

For participants that do not act, determining the appropriate QDIA is key.

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Target Date Fund Evaluation

This is not an apples to apples comparison. Glidepath construction, To versus Through, Active versus Passive.

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Custom Asset Allocation Models

For when a more custom approach to asset allocation is desired.

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Fee Leveling

Not required, though an attempt to equalize the payment of administrative fees.

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Share Class Analysis and Efficiency Testing

Even the best mix of investments may need a share class evaluation to help with optimization.

Paying Too Much? Don’t.

Complimentary Fee Analysis and Investment Review

All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.

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