Investment Advisory Services

As a plan sponsor, your fiduciary responsibilities include selecting a broad range of investment options from which your plan participants can choose.

Phocus Retirement Services will provide the following advisory services:

1. Review, update, or create the Plan’s Investment Policy Statement (IPS);
2. Monitoring of investment options – We will review investment option performance and utilize a set of criteria to evaluate the investment options on an annual basis.
3. Assist your plan’s investment committee in its review and documentation of all plan investments against their appropriate benchmarks at least annually;
4. Provide guidance on selecting a Qualified Default Investment Alternative (QDIA);
5. Provide appropriate sample communication materials to plan participants when investment option changes are made;
6. Conduct investment committee meetings at least once per year to review and benchmark current investment options