Plan reviews provide the organization and structure that enable you to get the most out of your plan. They are also a vital mechanism to allow you to file documentation that proves you are completing all tasks assigned to you as a plan fiduciary.
We will review and make recommendations regarding:
- Investment managers
- Investment menu architecture
- Plan design
- Regulatory compliance
- Non-discrimination testing results and expectations
- Trending topics
Moneta proactively manages all plan review activities, including scheduling, formulation of the agenda, coordination of vendors, inspection of materials, completion of meeting minutes and management of follow-up.