Helping You Care for Your Plan—and Your People
With an increased focus on fiduciary considerations and an evolving regulatory environment, plan sponsors turn to VFIC for retirement plan consulting and fiduciary guidance. Our team of specialist advisors has experience across the qualified plan spectrum, allowing us to support the design, implementation, and ongoing refinement of retirement plan programs tailored to an organization’s needs. VFIC has served both privately held and publicly traded companies for more than 30 years.
We offer our qualified plan clients a holistic range of services, including:
- ERISA 3(21) or 3(38) Investment Fiduciary Consulting
- Investment Policy Statement Creation, Maintenance and Compliance
- Investment Menu Design and Monitoring
- QDIA Analysis and Benchmarking
- Plan Design Consulting
- Plan Mergers and Terminations
- Comprehensive Fee Benchmarking and Revenue Sharing Analysis
- Retirement Plan Committee Setup and Governance
- Participant Education and Advice
- Recordkeeper Negotiation and Advocacy
- Recordkeeper Request For Proposal (RFP) Services
- Fiduciary File Maintenance
In addition to our qualified plan consulting, we also help employers supplement their benefit programs through non-qualified plan services, including:
- Plan Design
- Informal Funding Analysis
- Administration and Record Keeping
By partnering and working closely with the fiduciaries of the plan sponsor, we seek to support thoughtful plan design and a disciplined approach to plan governance. When combined with our employee education services, this approach is intended to position the retirement plan as a meaningful and valued component of the overall benefits program.