Many business owners are unaware of the liability pitfalls that can plague a poorly designed and poorly ran employer-sponsored retirement plan. At Rosemeyer Management Group we work closely with employers to reduce the liability that they face as a retirement plan sponsor.

We provide the following services to ease that liability:

• Fiduciary manager on plan assets as a delegated 3(38) investment manager
• Investment Policy Statement creation
• Annual Investment Policy Statement updates
• Plan Fee Benchmarking
• Plan design consultation
• Participant education