What We Do

Fiduciary Investment Services

  • Coordinate the entire investment process and provide proper documentation.
  • Provide monitoring reports for the performance, risk & expenses of the plan.
  • Develop an overall asset allocation strategy for the plan.
  • Develop and oversee model portfolios as investment options for the participants, if applicable.
  • Make recommendations which qualify as Qualified Default Investment Alternative (“QDIA”) under ERISA.

Management of vendor relationships

  • Act as liaison between your organization and your current retirement plan vendor.
  • Bring new ideas and capabilities from your vendors and the industry in general to your organization for consideration.
  • Negotiate and manage plan expenses and fees with the vendor.

Request-for-Proposal (RFP)

  • Lead and develop RFP process by conducting market analysis.
  • Negotiate proposal with vendors.
  • Deliver RFP evaluation and provide advice and guidance regarding evaluation.
  • Coordinate vendor presentations.
  • Facilitate change of vendor and manage the conversion process.

Assist in plan design strategies

  • Provide updates on new legislation as well as advice on implementation of new plan design capabilities and their potential impact on the plan and its participants.
  • Review annual compliance testing to determine if there are efficiencies that can be gained by plan design changes.

Provide fiduciary consulting & oversight

  • Ensure proper adherence to fiduciary obligations.
  • Create, Update and Review Investment Policy Statement.
  • Help establish a Plan Investment Committee.
  • Help coordinate the functions/activities of the Plan Investment Committee.
  • Assist with agendas and minutes of Plan Investment Committee meetings.

Employee Education & Communication Services: Enrollment

  • Conduct employee surveys to determine interest in specific topics.
  • Conduct group education and/or enrollment meetings.

Personalized Employee Education

  • Conduct individual education sessions with employees and spouses/significant others.
  • Tailor sessions to meet individual needs.

COMPARE PLANS

Which retirement plan is right for your business or organization?

Fiduciary Process

PRI Process

Let’s Talk:

To learn more about the benefits of working with GranitPath fill out the form below and one of our advisors will reach out to you.

Risk Assessment

We want an investor’s Risk Tolerance Level to match up with their portfolio.  By taking a risk assessment, GranitPath has the ability to document and showcase alignment between portfolio construction, risk tolerance, and risk capacity.