Defined Contribution Consulting Services
Why Choose A Consultant For A Defined Contribution Plan?
Investment Counsel Services
Plan Sponsor Consulting Services
■ Back to Client Services main
|
 |
The Gray & Company Defined Contribution Consulting Practice is the division of Gray & Company which provides independent and customized investment counsel and consulting services to defined contribution retirement Plan Sponsors.
Our Investment Counsel Services include:
■
|
Creation and monitoring of Investment Policy Statements
|
■
|
Fund menu design including asset class identification, fund analysis and selection
|
■
|
Fund manager search/replacement due diligence (when appropriate)
|
■
|
On-going fund due diligence and quarterly investment reports
|
Our Plan Sponsor Consulting Services include:
■
|
Assistance with plan design
|
■
|
Provider search assistance including RFP construction, vendor screening and selection
|
■
|
FParticipant communication
|
■
|
Trustee education
|
|
