Our Expertise

Plan Reviews

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
  • Benchmarking
  • 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.