If you aren’t sure you’re ready to change providers or simply just want to make sure your plan is cost-efficient and meeting regulatory requirements, ICM can work with you on a consultative basis. Some of our consulting services include but are not limited to:
- Performing a “Self-Assessment for Fiduciary Excellence” (SAFE)
- Developing investment policy statement and documentation process to meet fiduciary responsibilities
- Offering investment selection and monitoring recommendations
- Performing an independent benchmarking of plan costs and services
