Wednesday, March 21, 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.


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”