Retirement Plan Services
Participant Services
Our participant services are designed with one goal in mind: to improve retirement readiness for employees. Through both industry standard services and value-added creative strategies, we deliver custom participant education and investment advice. As investment fiduciaries, our loyalty is to the participants, providing objective services such as:
- Participant advice
- Managed investment models
- One-on-one retirement plan meetings
- Onsite education
- Participant communication, including newsletters, webinars, and seminars
Ongoing Investment Monitoring
At Teague & Associates we act as an investment watchdog, continually reviewing the fund selection, fees, and performance of your plan. Every quarter, we conduct a detailed review of your plan investments, providing you with our monitoring report and investment review, along with an action report with specific recommendations changes. Ongoing plan monitoring can potentially help you eliminate poor performing options, keep costs low, and reduce plan liability.
Investment Fiduciary Management
As the sponsor of a 401k plan, the Employee Retirement Income Security Act (ERISA) requires you to meet a number of legal requirements and obligations. At Teague & Associates, we serve as an investment co-fiduciary manager to all types and sizes of 401k plans. We can provide a number of investment fiduciary services from limited advice and assistance as an ERISA 3(21) fiduciary, to full discretionary management as an ERISA 3(38) fiduciary, which alleviates plan sponsor duties and liabilities for this function.
