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Retirement Plan Services
Fox-Everett's Retirement Plan Services specialize in the design, implementation and ongoing management of qualified and non-qualified retirement plans to fulfill a specific set of objectives set by our clients. We are committed to assisting our clients in evaluating existing plans, presenting alternatives, and implementing the solutions.
What sets us apart from our competitors is our progressive view of the retirement plan industry and the effective retirement plan solutions we provide to our clients. In addition, we are different than many retirement plan consultants because we are not captive to any service provider. This enables us to use our thorough due diligence analysis to research the entire plan provider universe to bring you the one provider that is best positioned to meet your specific needs.
| Services We Provide |
What Our Clients Enjoy |
Plan Fees & Service Review
A complete and detailed review of the plan, including total plan costs, vendor services, investment options, fiduciary procedures, and customized plan design . |
 Well documented and benchmarked information on costs, services and investments of the plan, together with recommendations for reducing expenses and limiting fiduciary liability
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Vendor Search & Recommendation
An objective and comprehensive search for, and recommendation of a new vendor or continued relationship with existing vendor as warranted. |
 A completely independent recommendation of the best vendor to match the plan’s specific objectives and needs.A possible negotiated price, and implementation through personal oversight of the conversion process. |
Investment Due Diligence & Fund Selection
A design of what (unbundled funds, portfolios, etc.), how (mutual funds, ETF’s, separate account managers), and who (specific fund managers), within the context of the plan vendor’s investment platform and the Plan’s Investment Policy. |
Best in class investment selection and architecture, determine and manage the company’s fiduciary risk and maximize the potential investment return possibilities for participants. |
Ongoing Investment Monitoring
A comprehensive annual review of each investment option measured against specific quantitative and qualitative controls as defined by the plan’s Investment Policy Statement and prudent investment practices. |
A detailed report documenting investment and vendor performance with specific recommendations based upon that information. |
| Strategic Consulting & Participant EducationAssistance with how to best deploy current resources for maximum efficiency in plan design and operation, as well as how to improve participant awareness, understanding, and use of the plan. |
Independent expertise covering all aspects of plan operation including investments, administration, compliance and participant enrollment/education and advice. |
Articles of Interest
For additional information contact:
Wilson Day, CEBS
(601) 718-5395 direct line
(601) 321-5395 fax
Email: wilson.day@foxeverett.com
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