Plan Investments & Balances
Plan sponsors are able to view a summary of all approved investment options and the overall balances. For easy reference the available plan investments have built-in informational links to the investments.
Quarterly Fiduciary Investment Review Package
This is a quarterly review that monitors fund performance on multiple levels and details actionable items, if any, for the coming quarter.
The report insures that the investments in the plan are in accordance with guidelines detailed in the Investment Policy Statement.
Investment Policy Statement
We work with the plan trustees and investment committee to review or develop a comprehensive Investment Policy Statement (IPS). The IPS provides the guidelines and standards utilized in the selection of the plan's investment alternatives asset classes, and provides a basis for the periodic evaluation of the performance of these investment alternatives. We also aid the client in selecting the actual funds that will be offered within each asset class. As part of our investment services offering, we also screen and develop a diversified range of investment alternatives to meet your participants' needs (with model portfolio allocation if applicable).
We provide our clients ongoing support with an Investment Policy Monitoring (IPM) report comparing the plan's investment alternatives offered to the standards outlined in the IPS, and measured against their corresponding asset class peer groups. As needed, we guide the client through the process of replacing investments and communicating these changes to plan participants.
Lamon & Stern
Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411