Longfellow Benefits works with clients to help maximize their investment in retirement plan programs. We help you craft an effective plan document, provide a process for fiduciary management, educate employees, and accurately monitor your investment selections.
Retirement Plan Audit
Using our experience and technical knowledge, we provide a thorough review of all of the components of your plan: design, investments, participation, fiduciary management, testing, and administrative procedures. With this review, we provide comments and recommendations to help you create a roadmap for change.
Vendor Search and Selection
We work with you to develop criteria that will match your needs to the right vendor. We will prepare a custom RFP, analyze vendor responses, provide recommendations and help implement the plan you have chosen.
Participant Communication and Education
We create custom employee presentations to target a multitude of topics to improve plan participation and employee appreciation.
Fiduciary Management
Having a framework by which investment decisions are made is a critical component to the fiduciary’s tool kit. We help craft a dependable Investment Policy Statement providing research, analysis and recommendations in line with that policy.
Investment Monitoring
We provide complete investment monitoring and performance measurement relative to the Investment Policy Statement. We will meet with you and your investment committee to review investment returns, expenses, risk/return characteristics, manager changes, and “style drift.”