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

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.

Investment Policy Statement

Establishing the framework for evaluating the Plans investment options.

Fund Selection and Monitoring

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

Qualified Default Investment Alternative (QDIA) Selection

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

Target Date Fund Evaluation

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

Custom Asset Allocation Models

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

Fee Leveling

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

Share Class Analysis and Efficiency Testing

Even the best mix of investments may need a share class evaluation to ensure 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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