Broker Check

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