Best-in-Class Aggregation of Services

Investment Selection & Monitoring

Callan LLC

We engaged Callan LLC to provide strategic investment consulting. They developed a best practice model to help us:

  1. Determine the number and type of investment options
  2. Identify managers that meet our quantitative/qualitative screens in their asset class
  3. Monitor managers for consistency with the stated investment objectives for the asset class they manage
  4. Replace managers that no longer meet investment criteria

Callan has more than 45 years of experience in the industry and advises on more than $2 trillion in total assets.

Investment Fiduciary Services

Mesirow

Through the Mesirow Financial "Fiduciary Partnership Program", advisors and plan sponsors may select from two fiduciary service options: 3(21) Co-Fiduciary Service or 3(38) Investment Manager Service.

Recordkeeping

Ascensus

With more than 35 years of experience, Ascensus is the largest independent retirement services provider in the United States. Ascensus specializes in recordkeeping, administrative and program management services, supporting more than 46,000 retirement plans.

EPIC

With more than 25 years of experience, the EPIC RPS family serves as a valued-added recordkeeper and retirement plan consultant for more than 215,000 participants in 4,100 retirement plans with $15.2 billion in assets. EPIC supports individual employer-sponsored plans and financial consultant partners in all 50 states.