RETIREMENT PLAN SERVICES

RETIREMENT PLAN SERVICES

INDUSTRY EXPERTISE, PROVIDER SELECTION, & BENCHMARKING

INDUSTRY EXPERTISE, PROVIDER SELECTION,& BENCHMARKING

Industry Reach

With decades of collective experience specific to retirement plan consulting you can rest assured Abbey Street has a pulse on the industry. Our Independent advisory seat allows us a unique perspective into how plan sponsors, investment committees, recordkeepers, auditors, and investment managers are all approaching the latest challenges in preparing Americas workforce for retirement. This unique perspective is at the core of our value proposition to you. We see it sooner, we react faster, and we provide insight from a collection of the best minds in the industry. Where should you go next. We know, and we will help you get there.

RFP & Benchmarking

Choosing the right recordkeeping partner is critical to executing on your overall goals. We will ensure you’re working with the right recordkeeper to meet your compliance, administrative, communication and investment platform needs. needs. We also work to ensure their best practices and best pricing is in place, ensuring an efficient and effective deliverable for you and your plan participants.

Plan Governance & Fiduciary Oversight

Plan Governance & Fiduciary Oversight

Proper governance oversight is an important function in todays retirement plan marketplace. As a plan sponsor you have signed up for a series of responsibilities on behalf of your plan participants and beneficiaries. We will partner with you as a fiduciary to the plan to assist in executing on those critical responsibilities. Some of the key areas overlooked are the proper board resolutions, committee charters, Investment Policy Statements (IPs)and other documentation. Organizing and maintaining these documents as well as adhering to their provisions is a key area where we assist our clients. Connect with us to learn more.

Investment Advice & Portfolio Solutions

Plan sponsors are faced with a myriad of different asset allocation options in operating their retirement plan. We will provide clarity to connect your objectives with the offering you make for your participants in the plan.

When asset allocation has been decided, we will use our skills to provide a repeatable process of selection and monitoring of the investment managers for each asset class. We deploy a combination of qualitative and quantitative analysis to determine our recommendations for this process.

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Building an appropriate plan today should also include a “do-it-for-me” solution. We assist our clients in navigating the universe of both structure (Managed Accounts, Target Date solutions, Risk portfolios, etc) and provider selection. This evaluation is a core function of an investment fiduciary.

Participant Experience & Financial Wellness Solutions

Participant Experience & Financial Wellness Solutions

The deeper you look, the better we look. There is no substitute to working with a partner that understands your company culture and how you want to impact your employees lives. Our customized participant solutions will ensure that we engage with your team when, where, and how you feel will create the greatest impact.