SAVINGS AND RETIREMENT PLANS
Are you Compliant with the new regulations?
In most jurisdictions, plan fiduciaries are considered investment experts. Without a sound due diligence and investment process, plan fiduciaries may be held liable for poor investment returns.
WATERMARK EXPERTS PROVIDE HIGHLY SPECIALIZED PENSION AND INVESTMENT CONSULTING SERVICES IN THE FOLLOWING AREAS:
. Review existing or proposed plans to insure that programs meet desired goals and objectives.
. Develop retirement strategies
. Plan Document Maintenance and Composition
. Review and/or Creation of Investment Policy Statement
. Assistance in maintaining your compliance
. Act as Trustees
. Vendor selection
. Member communication
. Employee information sessions and workshops - local or onsite
. Plan setup and government registration
. Investment benchmarking
. Investment manager search
. Investment fund review including; Pooled and Segregated fund review
. Wealth Management - Private Client services