Is your retirement plan doing what you need it to—protecting your employees and reducing your risk?
A well-designed plan protects your employees, reduces fiduciary risk, and supports the long-term health of your business. If you’re ready to strengthen the structure, oversight, and outcomes of your plan, we’re here to help.
Core Capabilities
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Fiduciary Fitness — How Fit Are You?
Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.
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Plan Design Review
Is your plan design meeting your objectives? We provide you with a comprehensive evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions.
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Independent Investment Analysis
Our proprietary system provides a proven process to monitor and evaluate fund managers and investment strategies.
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Vendor Benchmarking Due Diligence Analysis
We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals, and guide you in making an informed and knowledgeable decision.
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Participant Education and Communication
We provide your plan participants with the hands-on educational information and tools they need to make the right decisions for their future.
Move Toward a Stronger Retirement Plan
If you want clearer oversight, better participant outcomes, and a plan that puts you in control of your fiduciary priorities, we’re ready to help you take the next step.
Contact Ganim Wealth at (203) 290-0145 to start the conversation.
