Page 33 - American Vision Partners
P. 33
Retirement
Lockton Retirement Services: What we do
Strategy development Plan design Investment advice
• Cost management • Plan benchmarking • 3(38) or 3(21) iduciary
• Outcomes focus • Results/expense optimization • Investment selection and ongoing
• M&A analysis • Match cost analysis monitoring
• Overall beneits alignment • Market and economic insight
Plan governance Employee engagement Vendor management
• Regulatory and design trends • Demographic analysis • Market assessment
• 408(b) fee reviews • Workforce risk assessment • Fee negotiation
• ERISA compliance support • Finance GPS • Project management
• Fact-based decision support
Comprehensive advice | Disciplined process | Client results
American Vision Partners — Lockton: A collaborative Healthcare Practice review 33 Lockton Companies
Lockton Retirement Services: What we do
Strategy development Plan design Investment advice
• Cost management • Plan benchmarking • 3(38) or 3(21) iduciary
• Outcomes focus • Results/expense optimization • Investment selection and ongoing
• M&A analysis • Match cost analysis monitoring
• Overall beneits alignment • Market and economic insight
Plan governance Employee engagement Vendor management
• Regulatory and design trends • Demographic analysis • Market assessment
• 408(b) fee reviews • Workforce risk assessment • Fee negotiation
• ERISA compliance support • Finance GPS • Project management
• Fact-based decision support
Comprehensive advice | Disciplined process | Client results
American Vision Partners — Lockton: A collaborative Healthcare Practice review 33 Lockton Companies
