Investment Services
Western Wealth Benefits helps its clients with the following investment services:
- Assisting with the preparation of an Investment Policy Statement
- Monitoring investments according to the Investment Policy Statement
- Monitor expenses according to the Expense Policy Statement
- Report on education activities since previous meeting
- Benchmarking and determining if changes to the investment options are required
- Review plan administration issues and questions
- Review plan cash flow, contributions, distributions, earnings, forfeitures and expenses
- Maintain investment “watch list”
- Recommend investment replacement options and prepare investment profiles
- Draft meeting minutes and employee communication resulting from the meeting
- Conducting periodic reviews of the retirement plan