• Sorting Through the Noise—Making Retirement Plan Vendor Calls Productive (vendor benchmarking and risk management)
• New Regulations—How They Affect You and What’s Next (retirement plan regulatory update)
• Covering the Bases—Agreements, Practice Standards, and Minutes (retirement plan committee education)
• Investment Reviews—Effective Solutions for Universal Challenges (investment review education)
• What to Expect When You’re requesting (RFP education)
• A Case Study in Conducting an Investment Advisor RFP (RFP education)
• From the Outside Looking In (retirement plan risk management)
• What if…? Connecting the Dots Between Retirement Plan Questions, Answers, and Implications (general retirement plan sponsor education)

Comprehensive retirement plan advisory services including:

• Fiduciary risk management
• Vendor evaluations/searches
• Fee negotiations
• Employee education
• Institutional platform fiduciary solutions