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Weems & Robertson: Consulting services to 401(k) Plan Sponsors

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Weems & Robertson has only one line of business: providing advice to 401(k) Plan Sponsors. We are not associated with any fund company, brokerage firm or recordkeeping platform. With all our revenue coming from advisory and research work for our clients, we are free from any conflicts of interest.

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Weems & Robertson: Consulting services to 401(k) Plan Sponsors | weemsrobertson.com Reviews
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Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Weems & Robertson has only one line of business: providing advice to 401(k) Plan Sponsors. We are not associated with any fund company, brokerage firm or recordkeeping platform. With all our revenue coming from advisory and research work for our clients, we are free from any conflicts of interest.
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1 our services
2 about us
3 investment policy statements
4 investment manager search
5 investment manager evaluation
6 cash balance plans
7 asset allocation review
8 plan structure modification
9 independence
10 commitment
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Weems & Robertson: Consulting services to 401(k) Plan Sponsors | weemsrobertson.com Reviews

https://weemsrobertson.com

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Weems & Robertson has only one line of business: providing advice to 401(k) Plan Sponsors. We are not associated with any fund company, brokerage firm or recordkeeping platform. With all our revenue coming from advisory and research work for our clients, we are free from any conflicts of interest.

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1

Asset Allocation Review

http://weemsrobertson.com/services/asset-allocation-review

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Why does the most important fiduciary decision receive so little attention? Does your 401(k) Plan offer any options to help hedge against inflation? Does your 401(k) Plan offer any equity options that don’t always march in step with the U.S. economy? Does your 401(k) Plan offer an appropriate low risk option?

2

Cash Balance Plans

http://weemsrobertson.com/services/cash-balance-plans

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. We can help you set up a Cash Balance Plan for your key employees. While Cash Balance Plans have been around for 15 years, it is only recently that IRS and DOL guidance has cleared up a few of the rules. As a result, Cash Balance Plans are now one of the fastest growing retirement benefits, particularly among employers with high wage earners ( $200k/yr). ERISA protection of assets from litigation, bankruptcy and creditors. Contribution rates can ...

3

Investment Policy Statements

http://weemsrobertson.com/services/investment-policy-statements

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Putting a Prudent Process in Place. Does your IPS include the current 401(k) Plan investments? Is the IPS language consistent with the most recent regulatory guidance? Does the IPS specify how to select and monitor Plan investments? Are you performing all actions specified in the IPS?

4

Investment Manager Evaluation

http://weemsrobertson.com/services/investment-manager-evaluation

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. We have a strong menu of investment options in our 401(k) Plan, right? Ongoing monitoring of the investment options in a 401(k) Plan is a key responsibility of the 401(k) Plan Sponsor. Proper investment manager due diligence includes a quantitative review of past results PLUS a qualitative review of factors that may impact future results. We assist 401(k) Plan Sponsors in evaluating managers based on both quantitative and qualitative factors:.

5

Total Plan Cost Analysis

http://weemsrobertson.com/services/total-plan-cost-analysis

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Total Plan Cost Analysis. Total Plan Cost Analysis. There is no such thing as a Free Lunch. Do you know the total cost of your 401(k) Plan, including fees paid to third-parties, such as: 12b-1, Sub-TA, and the cost of float for your operational accounts? Are you familiar with revenue sharing, and is the Plan the beneficiary of excess revenue sharing over and above the required fees of the service agents to the Plan?

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Weems & Robertson: Consulting services to 401(k) Plan Sponsors

Fiduciary Consulting Since 1986. Total Plan Cost Analysis. Weems & Robertson has only one line of business: providing advice to 401(k) Plan Sponsors. We are not associated with any fund company, brokerage firm or recordkeeping platform. With all our revenue coming from advisory and research work for our clients, we are free from any conflicts of interest.

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