Retirement Plans Face Challenges
With 70 million people poised to retire in the next 10-20 years, retirement plans face vast challenges.
Protecting your organization’s assets means defined benefit plan investments must outpace liabilities.
Educating 401(k) and 403(b) plan participants to select investments for optimizing retirement savings is paramount.
Documenting fiscal due diligence is more important than ever, with increased pressure on fiduciaries for transparency and enhanced governance.
FEG Identifies With You
FEG assists fiduciaries in building investment programs that strive to attain performance goals regardless of the market environment.
We conduct 401(k) and 403(b) educational meetings for employees, evaluate investment options and “lifestyle funds,” and explore other opportunities to promote optimal asset allocation.
We perform objective searches for investment managers and plan administrators best suited to your organization’s needs and investment objectives.
Our experience working with retirement plans includes:
- Corporations
- Not-for-Profit Organizations
- Public Funds
- Taft-Hartley Funds
Our expertise working with retirement plans includes:
- Defined Benefit Plans
- Defined Contribution Plans
- Profit Sharing
- 401(k), 403(b), 457
- Money Purchase Pension Plans
- Non-Qualified Plans
Contact FEG
For more information, contact Carolyn McClintock at information@feg.com or 513.977.4400.