Defined Contribution Plan Consulting
Berthel Schutter acts as an investment fiduciary for retirement plans.
We provide thoroughly researched and documented context for defined contribution plan committee decisions. Founding principals have extensive experience serving as fiduciaries in a variety of settings and the investment consulting process was built out of that experience.
Our process is designed to support diligent investment policy compliance and documentation of that compliance for internal controls consistent with ERISA standards and Sarbanes Oxley 404.
An experienced fiduciary is lead consultant on each client relationship. Our research and supporting materials are specific to committee's decisions. Meetings and decisions are systematically documented to provide a permanent record of a prudent fiduciary process.
Detailed quarterly analysis of participant fees and provider compensation is an established element of our quarterly review process and results in regular negotiation of fees and services for our clients.
Overview of employee communication is an important component of the process. Our communication support has resulted in an increase in accuracy, clarity and independence of message to plan participants.
Our defined contribution plan clients will tell you that we are an active partner in their fiduciary decisions.
