Retainer Services
See how we work with our clients
Gosselin Consulting Group’s sole focus is working with our clients to develop robust investment programs that meet all fiduciary obligations and, most importantly, provide plan participants with an appropriate suite of investment options and tools to assist them in saving for retirement.
Our retainer services are priced using an all-inclusive fixed-fee pricing model (priced in dollars, not basis points), with no out-of-scope or hidden costs — providing for control, predictability, and transparency of expenses for our clients.
Acknowledging our role as a co-fiduciary, we have developed a comprehensive yet flexible suite of services that can be customized to meet the specific needs and objectives of each unique plan sponsor. The services offered as part of our fixed retainer fee include, but are not limited to, the following:
Fiduciary Governance
- Plan documents review and design (i.e. Committee Charter, Investment Policy Statement)
- Retirement Committee education
- Regulatory reviews and updates
- Retirement Committee meetings
- Acknowledgement of co-fiduciary status
- Investment Policy Statement monitoring and adherence
- Meeting notes / Fiduciary decision documentation
- Secure client web portal (centralized document storage)
- White papers / Research papers
- Service provider/vendor search (RFP) & project management
Investments
- Asset class design (global, diversified, balanced, forward-looking)
- Investment manager selection
- Investment mappings (merger and acquisition / asset class design)
- Capital markets research and strategy
- Investment reviews (quarterly and as needed)
- Extensive quantitative / fundamental manager assessments (report cards)
- Documented asset class and manager status – add, hold, watch, delete (quarterly and as needed)
- Performance reporting (monthly)
- Fund action notification & communication
- White papers / Research papers
Provider Costs
- Plan pricing strategy
- Plan financing strategy
- Service provider fee analysis & benchmarking
- Investment fee monitoring (monthly) and service provider fee benchmarking (annual)
- Investment vehicle & share class research
- Investment manager fee negotiation
- Revenue share negotiation
Plan Design
- Plan demographics analysis
- Participant design feature review (auto-features)
- DC trend analysis (all market segments)
- Alignment of plan goals with features
- Participant communication material review / enhancement
- Service provider collaboration (i.e. plan administrator, investment manager, ERISA counsel)
- Collective trust / Separate account implementation strategy
Please contact us directly for more information.