Corporate Retirement Plans

The Pension Protection Act of 2006 has mandated a higher level of responsibility for employers offering 401(k)’s and profit sharing plans. At Adams Hall we can:

• Help establish evidence that the fiduciary is following a prudent investment process, which may minimize litigation risk
• Serve as a coordinator for all parties involved with investment decisions, providing an outline of the duties and responsibilities of investment fiduciaries
• Identify appropriate procedures for:
• Selecting specific investment choices within the chosen asset classes
• Replacing investment choices when appropriate
• Evaluating investment management fees and expenses
• Evaluate and improve the effectiveness of participant investment education
• Evaluating asset class choices for participants

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