Plante Moran Financial Advisors’ Institutional Investment Consulting team provides plan sponsors with experienced, independent, and objective consulting. We begin by fully understanding your organizational objectives and then offer clear, comprehensive advice and services to structure, implement, and monitor a strategy designed to meet your current and future goals.
Our services include the design of an investment process and program that adheres to fiduciary procedures mandated by DOL and ERISA. Developed uniquely for your organization, we benchmark your current plan, and understand your objectives related to funding the plan, and work with the actuary to review the plan’s asset/liability situation. We then create and implement an asset allocation solution and Investment Policy Statement, evaluate and recommend investment managers and vehicles, review your assets and liabilities on an ongoing basis and assist with the evaluation and selection of third-party administration services, if necessary.