Our Process

Maximize Plan Efficiency

Every plan sponsor has unique goals and objectives. As your dedicated consultant, The Asset Consulting Group will create an ongoing service plan specific to your needs.

  • Vendor Benchmarking Analysis
  • Provider contract review
  • Provider pricing re-negotiation
  • Plan conversion guidance
  • Plan design analysis and Plan Review
  • Compliance checklist
Help Protect Against Loss
The Asset Consulting Group helps navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements.

Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.

  • Investment Policy Statement
  • Fiduciary Investment Review
  • Quarterly Market Summary
  • 404(a) / 404(c) guidance
  • Customized online report access
Increase Participation and Diversification
Through The Asset Consulting Group's comprehensive communication services, you can increase participation, satisfaction, and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company's 401(k) plan.
  • Custom investment advice
  • On-site enrollment meetings
  • Investment education meetings
  • Monthly client newsletters
  • Sample employee memos
  • Bi-lingual representatives on staff 
The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. On an ongoing basis, your relationship manager will examine your plan design with ideas to improve participation and operational efficiency.



Creating Retirement Success for Employers and Employees
For any questions, please call us at (208) 333-9922
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