Articles | March 5, 2019

Defined Contribution Investment Consulting: a Primer

Defined contribution plans serve as the backbone for millions of Americans’ retirement, providing plan sponsors with a set of high-stake, complex challenges. We’re here to help you  provide the plan design, investment funds, and vendors that are right for your plan participants while also making sure you stay compliant with the latest rules and regulations.

Defined Contribution Investment Consulting

Questions about your DC plan?

We have answers. Start a conversation today about how we can help.

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How DC investment consulting can help you become a hero to your plan’s participants

Together, we’ll help you make sure the DC plans you’re responsible for meet their goals by offering:

  • Investment policy development
  • Governance and compliance reviews
  • Investment lineup analysis
  • Manager search and evaluation
  • Performance monitoring and reporting
  • Investment fee and administrative expense analysis
  • Comprehensive service-provider searches

Whether it’s a  403(b), 457, 401(a) or 401(k) plan, our investment professionals have years of experience that they’ll dedicate toward solving your unique challenges.

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Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Segal Marco Advisors’ R2 Blog and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.

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