Participant-directed
Defined Contribution Plans
IPS works with plan sponsors in the development of a cost-efficient participant-directed plan design, evaluation of service providers, and the selection of responsible fund offerings. The combination of our consulting experience and expertise allow us to provide ongoing oversight and evaluation to ensure that a program meets the fiduciary requirements of the Trustees as well as the investment needs of the participants.
Services can include:
- Investment Policy development
- Service provider review and searches
- Target-date-fund evaluation, creation, and selection
- Glide path analysis
- Review and guidance regarding investment offerings
- Fee analysis
- Ongoing performance reporting of investment options
- Annual program review
- Trustee education
- Attendance at Board of Trustees’ meetings