Plan and Investment Fee Analysis

Fiduciary support helps limit risk in your plan

Unlike other advisors from traditional broker/dealers, a KELLY Advisory retirement plan advisor can assist employers in addressing ERISA fiduciary requirements, managing and monitoring investment lineups, education on plan design options, and regulatory issues. Our fiduciary support services include:

  • Expediting the creation of Investment Policy Statements (IPS) and assistance in adhering to it
  • Monitoring of fund performance and managing the watchlist and replacement process
  • Participating in your investment committee meetings
  • Helping you prepare for annual audits