Retirement Plan Fiduciary Consulting

Why choose HFG as your Independent ERISA Retirement Plan Fiduciary?
 

Relationship

* The corporate culture and primary focus of our firm is to develop long term relationships with our clients.
 

Experience

* The Investment Strategies Group encompasses over 72+ years of combined investment intellectual capital and experience.

* The partners of HFG are AIF® (Accredited Investment Fiduciary) designees.

* Our Retirement Plan Strategies Team has worked with corporate retirement plans for 39+ years.


Tools and Resources

* We provide quantitative and qualitative investment analysis for our retirement consulting clients from two separate proprietary platforms (fi360™ and RPAG).

* Retirement consulting clients enjoy our turnkey solutions; including the RPAG proprietary Fiduciary Fitness Program™, designed to assist employers and the fiduciary retirement committee members meet their specific fiduciary roles and responsibilities as provided under ERISA.
 

Results

By engaging our independent retirement consulting services, we will provide the knowledge, expertise, resources and ingenuity to:

  • Enhance investment opportunities for your retirement plan and your employees.
  • Promote understanding and appreciation for your plan and your plan investment options.
  • Ensure plan efficiency and compliance.
  • Maximize benefits for your employees.
  • Balance and Minimize the total plan cost for the services received.
  • Protect Plan Fiduciaries from financial loss.
     

OVERVIEW OF RETIREMENT CONSULTING PLATFORM

We enhance investment opportunities through
dedicated and ongoing Investment Analysis
utilizing 15+ quantitative and qualitative
metrics.

Investment Analysis Reports
ScorecardSM Fund Ranking
Asset Allocation Models
Quarterly Market Update

We guide employers and employees on the
benefits of their retirement plans and
promote better understanding of investments
through hands-on Advice (employer) and
Education (employer and employees).

Investment Education Meetings
One-On-One Guidance (optional)
Sample Memos (optional)
Bi-lingual Consultants (optional)

We educate and empower employers and
employees by conducting Live Quote/Fee
Benchmarkings to ensure total plan costs
are relative/competitive to services received.

Service Provider Comparison
Total Cost Analysis
Investment Rankings
Service Provider Contract Review

We protect fiduciaries from personal and corporate
financial liability and help maintain Plan Compliance
through documented, proven Due Diligence processes.

Investment Policy Statement
404(a) / 404(c) Guidance
Fiduciary Plan Review
Plan Design Analysis