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Fiduciaries of qualified retirement plans and other asset pools have come to view the provider search with trepidation. After all, the number of companies in the marketplace continues to evolve as new entrants gain a foothold and established firms consolidate. Moreover, it is becoming ever more difficult to adequately compare service offerings and costs as providers jockey for the best position.
At Strategies LLC, we understand the complexity of retirement plans - both defined contribution and defined benefit. We also know that every administrator has strengths and weaknesses. What's more, the demands of the marketplace require these companies to continually innovate. For example, not too long ago offering daily valuation with internet access for participants was considered a cutting edge service. Today it is simply expected. Many plans also need such services using varied investment choices such as an extensive selection of stand-alone mutual funds, self directed brokerage and more complex options such as separately managed accounts. At Strategies LLC, we are able to match a provider to your needs - from low cost bundled solutions to highly consultative unbundled arrangements. So regardless of the size or complexity of your retirement plan, we have the capability to determine what you need and how to get you there. This is the benefit of Strategies LLC. |