Services Provided

Services Provided

  • Investment Policy Statement (IPS) development and review — Advanced Capital Group can help you develop or modify an IPS which will assist your plan fiduciaries in the decision-making process and in complying with Employee Retirement Income Security Act of 1974 (ERISA) requirements (as applicable).
  • Plan design and investment array review —Advanced Capital Group assists plan sponsors in designing and implementing investment selections. The goal is to strike a balance between providing enough options to allow for adequate participant diversification without overwhelming participants with too many choices.
  • Investment and performance monitoring —Advanced Capital Group can help you by providing regular monitoring of your plan's investments.
  • Investment manager search and selection —Occasionally, investment managers need to be replaced due to performance or other underlying factors. Advanced Capital Group can assist in identifying suitable replacements which meet the needs of your Plan and its participants.
  • Fee benchmarking — Advanced Capital Group can evaluate your total plan fees and gauge their level of competitiveness within the marketplace.
  • Plan governance — Advanced Capital Group can assist plan sponsors with plan governance, from developing Investment Committee Charters to performing ERISA compliance reviews.
  • Provider search — As with any vendor, a Plan's record keeper should be evaluated periodically to ensure they continue to meet plan needs. Should you decide to evaluate options, Advanced Capital Group can help you to identify and evaluate a new record keeper as well as guide you through the transition.
  • Participant Education — The greatest challenge plan sponsors face is providing participants with meaningful education and the tools necessary to allow them to take action in their plan.  Since our founding, Advanced Capital Group has been providing specific education programs that provide actionable and relevant advice to plan participants.