Pensions
Pension plans typically involve coordination among the plan sponsor and its actuarial, administrative, recordkeeping and investment professionals. Wesfair Advisory provides non-discretionary investment consulting to plan sponsors and can assist with:
Developing and reviewing a written investment policy
Identifying investment objectives and restrictions
Providing guidance on asset classes and investment options
Assisting the plan sponsor in evaluating money managers and other investment options
Monitoring investment performance and making recommendations for changes
Assisting the plan sponsor in evaluating custodians, administrators, recordkeepers and other service providers