Sunday, December 16, 2018

Many retirement providers offer either fully or partially bundled plans. At Asset Strategy Retirement Plan Consultants, we provide a “Best Practices” approach where the plan is designed specifically for a particular company. Think of the Best Practices platform as an ideal process or business model – a base-line process from which to judge a plan. In our analysis, we explain the Best Practices platform in general and will show how a Best Practices plan would look based on the plan sponsors goals. This enables you and Asset Strategy to judge this process versus the bundled offerings.

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The advantages of Best Practices include:

  1. Fiduciary protection
  2. A sound and defendable investment process
  3. Independent investment advice by ASRC
  4. Total expense disclosure by providers
  5. Flexibility to obtain the “best of the best”