LCG has been working with 401(k) plans since the early 1980s. We assist clients with the construction, implementation, and on-going monitoring of their defined contribution (“DC”) plan. Being an independent firm, we have the experience to help your organization provide a competitive, effective 401(k) plan. As fiduciary obligations continue to evolve, our partnership provides you with the tools and resources to facilitate a comprehensive strategy.
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LCG’s DC plan services may include:
- Assisting with implementation of Fiduciary best practices and process documentation
- Supporting the development and monitoring of the Investment Policy Statement
- Conducting trustee / custodian, record keeper, and investment manager searches
- Designing and implementing the most efficient investment structure
- Researching and recommending investment options (traditional and alternative asset classes)
- Evaluating and monitoring performance against appropriate benchmarks
- Comparing plan fees and benchmarking (administrative and investment)
- Educating the Investment Committee
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