LHD Retirement is well versed in the studies showing the optimum number and type of investments that a plan should have to help maximize participation and understanding within their employee population. LHD is also aware of how behavioral finance affects a company’s participation and overall understanding of the plan among its employees.
LHD Retirement also makes education its focus in assisting plan sponsors with aspects of revenue sharing among a plan’s investments. Revenue sharing agreements have come under close scrutiny in the past several years and LHD can assist you with understanding the issues that surround these arrangements as well as how to implement ERISA buckets and PERA (Plan Expense Reimbursement Accounts) arrangements.
Some of the other Investment Services we provide include, but are not limited to:
- Investment menu design
- Assistance with the development of an Investment Policy Statement
- Ongoing investment monitoring
- Target Date investment analysis
- Research of additional or replacement investment options
Your plan’s investments, as well as the expenses related to them, can be key to achieving the optimal performance of your plan and the growth of your employees’ retirement savings. Please contact LHD Retirement for a complimentary investment analysis of your plan.