EverKey’s process focuses on six key areas of retirement plan success. This strategy guides the important work needed to implement and manage a plan optimized to serve you.
The Six EverKeys
Fiduciary Governance
Partner with an expert to mitigate your liability.
We serve as either your 3(21) co-fiduciary or your 3(38) discretionary fiduciary
Establish Investment Policy Statement (IPS)
Plan Design
You deserve a plan that works for you and your employees, now and into the future.
Review current plan provisions and recommend updates and best practices
Amend for regulatory and legislative changes or your evolving goals
Fee Structure
Clear, reasonable fees are a right, not an option.
Regularly benchmark all plan costs
Document fees to meet your fiduciary responsibility
Provide periodic RFP/RFI to ensure fees remain reasonable long-term
Investment Process
Thorough documentation of the investment process helps protect you.
Select and monitor all investments
Establish and periodically review Qualified Default Investment Alternative (QDIA)
Host regular strategic planning meetings; provide quarterly investment monitoring reports
Deliver minutes for plan review meetings
Participant Support
Guide your employees toward a secure retirement.
Coordinate group employee education meetings
Provide individual employee consultations
Provider Management
Service providers change over time, but EverKey will always be on your team.
Act as advocate for plan sponsor with all vendors
Assist with any vendor conversions
Let’s talk about the keys to your success.
With EverKey, you can rely on a solid framework and process guided by an experienced plan advisor committed to helping you achieve your retirement and savings goals.
EverKey:
Your key to success.
