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