Group Retirement
Plan Sponsors

Group Retirement - Plan Sponsors

As a member of the plan's Investment Committee, Ironview's team also delivers a suite of "best practices" with respect to plan design and management, fiduciary liability management, investment management and vendor selection in accordance with ERISA law, including, but not limited to:

Plan Design & Management
 

  • Plan design consultation (Safe harbor, match financial impact matrix, Roth 401(k), etc.)

  • Eligibility determination, loan options, etc.

  • ERISA 404(c) information and compliance

  • Qualified Default Investment Alternative (QDIA) options and compliance

  • Compliance testing projections and audit package considerations

  • Participation rate, contribution rate and plan performance diagnostics

  • Annual 3rd party vendor service and plan benchmarking

Fiduciary Liability Management

  • Investment Committee construction

  • Fiduciary acknowledgement, defining of roles and responsibilities

  • Quarterly Committee meetings

  • Annual fiduciary processes review by independent ERISA attorney

  • Fiduciary liability insurance integration and policy review

  • Investment stewards fiduciary and investment management training

Investment Management

  • Investment Policy Statement (IPS) construction

  • Review, research and selection of asset allocation categories

  • Review, research and selection of allocation strategies (target-date funds, custom allocation funds, white-label options, guaranteed minimum withdrawal or income vehicles, etc)

  • Due diligence and selection of investment vehicles within the aforementioned allocation categories and strategies

  • Fiduciary liability insurance integration and policy review

  • Regular performance review and monitoring

 

Vendor Selection (see Vendor Selection):

PHILADELPHIA

 

660 American Ave, Suite 101
King of Prussia, PA 19406 

Phone: 215-793-0111

Initial and General Inquiries

T: 215-793-0111
F: 215-793-0113 
info@ironview.com

  • White LinkedIn Icon
  • White Twitter Icon
Send Us a Message

MIAMI

444 Brickell Avenue, #428 
Miami, FL 33131

Phone: 305-646-1350

GENERAL INQUIRIES

Telephone: 215-793-0111
Fax: 215-793-0113 
Email: info@ironview.com