Plan Consulting Services

Your company’s retirement plan is a valuable benefit for your employees. Investment Solutions Group assists you in your role as fiduciary of your company plan through:

• Fiduciary plan reviews of investments.
• Fiduciary plan review.
• Educational Guidance on certain plan requirements.
• Assist with the investment aspect of IPS (Investment Policy Statements) and periodically review investments against the IPS.

• Assist with plan documents, including 404(c) provisions, compared to SPD.
• Evaluate participant communication and education programs.
• Comprehensive vendor search

Participant Consulting Services

Investment Solutions Group partners with your 401(k) service platform to provide participant enrollment, education and investment guidance services.

• On-site initial group enrollment meeting
  • Provide meeting addressing 401(k) plan provisions, investment structure and options, retirement planning issues and plan enrollment forms
• Follow-up group enrollment/continuing education meeting every six months
  • Address current investment market environment
  • Present plan investment option returns
  • Discuss relevant investment strategies
  • Cover plan enrollment process for new enrollees
  • Income for Life presentation and participant analysis
• Internet access to account information available
• Telephone support available
• All enrollment materials and meetings available in Spanish
• Individual 401(k) investment guidance available from our office by phone
• Post-participation counseling available upon termination of employment
• Monthly Investment and financial newsletters available.