Consulting Services

Our knowledgeable team provides performance and expense analysis, and insight on a wide array of investment offerings, enabling us to deliver a retirement plan that seeks to serve your best interests and the interests of your plan participants. We work with industry-leading retirement plan services providers and plan administrators to help address a broad range of retirement plan needs.

Our advisors hold the Accredited Investment Fiduciary^® (AIF^®) designation, a mark of distinction demonstrating a commitment to high standards of fiduciary excellence. You can rely on the Eagle Point Investment Advisors team to:

• Understand the complex retirement plan marketplace
• Consistently track industry trends
• Continually educate ourselves and our clients on the latest legal and regulatory standards
• Strive to ensure your best interests as a business owner are protected

We educate you on the fee structure of your plan’s investments and how those fees affect investment performance, while acting as a co-fiduciary to help you act in accordance with ERISA requirements. Our comprehensive services include the following:

• Investment advisory – assistance with selection and monitoring
• Assist with preparation and review of the plan’s Investment Policy Statement
• Quarterly communications
• Annual trustee meetings
• Annual plan review
• Investment option review
• Fiduciary responsibility checklist
• Plan participant education