Investment Process
Investment due diligence is one of the most important responsibilities you face as a plan sponsor. When you partner with Hickok & Boardman Retirement Solutions you are hiring retirement plan specialists that conduct their advisory services as a Fiduciary.
Support Your Investments:
- Development and management of Investment Policy Statement
- Quantitative and qualitative investment research
- Quarterly investment review
- Target-date and stable value suitability reporting
- Extensive 3(21) and 3(38) expertise
Passion for the Employee
We provide personalized and holistic support to guide your employees in pursuit of their financial goals.
Our program aims to help your employees reduce their financial stress and gain clarity about how their financial choices can impact their future.
Topics of discussion include:
- Building a Budget
- Strategies for Saving
- Debt Reduction
- College Planning
- How to Protect Your Identity
- Understanding Your Company’s Retirement Plan
- Financial Issues of Divorce
- Evaluating Your Insurance Needs
- Buying a Home
- Estate Planning
Strategic Plan Design
Our goal is to balance company objectives with desired employee outcomes. Toward that goal, we examine the retirement readiness of your employees and assist you in designing a plan that meets your corporate financial objectives.
Plan Governance and HR Support
True fiduciary risk management comes from operating your plan correctly. We’ll help you optimize your processes to mitigate your fiduciary risks.
We are a Fiduciary for the investment advice we provide.
We guide you through a well-documented fiduciary governance process to oversee your retirement plan.
