As the plan sponsor, it is a crucial fiduciary responsibility to periodically review the cost associated with your current providers. How do you know if you are getting a good deal, if you do not look at each vendor on a regular interval?

The marketplace is constantly changing in regards to retirement plans with mergers, acquisitions and technology driving innovations and changes to pricing models. As a Register Investment Advisor Firm, we can navigate this complicated landscape for you.

Using our Plan Provider Review Process, we help eliminate the confusion and frustration of selecting plan providers. We also help reduce the amount of time business owners and executives must devote to the provider review process.

A retirement plan works only when employees are participating and investing appropriately. We add value by helping participants appreciate the generous benefit you're providing and by helping them understand not only how much they should be saving, but also how they should consider allocating their money among the various investments offered by the plan.

Newsong works directly with your retirement plan committee to develop and maintain the Investment Policy Statement (if requested). During the year, we evaluate all of the plan's investment offerings to help ensure that they are diversified and managed appropriately by the vendor responsible.

We review the fund menu analysis on a regular basis to minimize the plan sponsor's exposure to fiduciary liability. Through this process, our goal is to provide the best fund menu possible to your employees within the parameters of recordkeeper's total mutual fund offering.

Because we are independent, we are able to work with most of the industry's recordkeeping providers to offer a full spectrum of investment platforms and strategies.