Plan Sponsor Services

A holistic approach to supporting you

We help you manage retirement plan risk by providing support to maximize administrative efficiency and utilizing data to help ensure the plan is working for you and your employees. Our goal is to bring you a holistic, customized service model with value that matters. Our team will not only evaluate the fees, funds and fiduciary practices, but also work to uncover any opportunities for increased efficiencies to support plan success and to get your employees to work towards financial freedom in retirement. As part of our focus on employee financial wellness, we implement forward-thinking solutions that focus on goals set by you.

Cornerstones of Our Service Model

1.

Fiduciary Support

Fiduciary liability is complex and ever-changing. We help you by providing investment monitoring and recommendations with comprehensive support and training.

2.

Plan Design Consultation

Our focus is on detailed benchmarking and optimization and retirement readiness design. We can also structure Executive Benefits and Non-Qualified Plans.

3.

Benchmarking & Reviews

We provide plan search support, vendor analysis, plan data comparisons, fee & expense transparency, and Plan Sponsor industry reports.

4.

Fee Disclosure & Transparency

Our focus is on comprehensive benchmarking services, annual disclosures, fee comparison & analysis using the latest tools in the industry.

5.

Communication & Education

Customized group and individual financial wellness programs to suit your organization and offer group and one-on-one solutions.

6.

Investment Due Diligence

We offer support with the Investment Policy Statement, monitor investments, and provide performance reports and legislative updates.

A solution specific to your organization

We dive deep into your needs and future goals to help you gain confidence and efficiencies in your plan management and find solutions that are a fit. Your award-winning, dedicated OFI team meets with the investment committee to review items such as best performing mutual funds, designing your plan to help employees retire securely, and so much more. We are proud to have the resources and expertise to bring these robust solutions to your table.