Asset Consulting Group, Inc.

Our Process

Maximize Plan Efficiency

Every plan sponsor has unique goals and objectives. As your dedicated consultant, The Asset Consulting Group will create an ongoing service plan specific to your needs.

Vendor Benchmarking Analysis
Provider contract review
Provider pricing re-negotiation
Plan conversion guidance
Plan design analysis and Plan Review
Compliance checklist

Help Protect Against LossThe Asset Consulting Group helps navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements.

Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.

Investment Policy Statement
Fiduciary Investment Review
Quarterly Market Summary
404(a) / 404(c) guidance
Customized online report access

Increase Participation and DiversificationThrough The Asset Consulting Group's comprehensive communication services, you can increase participation, satisfaction, and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company's 401(k) plan.

Custom investment advice
On-site enrollment meetings
Investment education meetings
Monthly client newsletters
Sample employee memos
Bi-lingual representatives on staff

The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. On an ongoing basis, your relationship manager will examine your plan design with ideas to improve participation and operational efficiency.

Creating Retirement Success for Employers and Employees For any questions, please call us at (208) 333-9922 Click Here to Send a Message

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Our Process