Plan Assessment & Review

 

American Westbrook Insurance professionals design cost-effective programs that meet our clients’ goals. Our experienced team will partner with you to develop the information to optimize your program design, including:

 

• Fund review with plan trustees

• Inventment Analysis

• Investment Policy Statement reviewed with plan Trustees

• Investment Policy Statement Template

 

 

• Meet with all plan fiduciaries and discuss plan design, compliance, vendor services, and

  plan demographics. Review recommended action items.

• 404(c) Notice and Policy Template

• 404(c) Notice and Policy Template executed

• Understanding Your Fiduciary responsibilities Presentation

 

• Pricing and Total Cost Review

 

 • Group Investment Education Meetingsm