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Products June 23, 2011
Portico Offers Retirement Plan Diagnostic Tool
June 23, 2011 (PLANSPONSOR.com) - Portico Wealth Advisors, LLC, a Registered Investment Adviser and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty to their employees.
Reported by Rebecca Moore
A press release said Portico’s proprietary Retirement Plan Diagnostic (http://www.porticowealth.com/plansponsors/our-diagnostic/) is a comprehensive analysis of a company’s retirement plan, touching on over 100 different points that help ensure that a firm is meeting its obligation to its employees. This free diagnostic includes an evaluation of the retirement plan document, the Investment Policy Statement (IPS), the quality and cost of the underlying investments, and the total fees being paid.
For those companies that are interested, Portico will also conduct a Service Experience Survey that captures feedback directly from the employees.
Companies interested in learning more about Portico’s complimentary Retirement Plan Diagnostic or procuring an analysis should visit http://www.porticowealth.com or contact Principal, Jonathan Leidy, at (415) 925-8700.