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
