Investment Advisory for Defined Contribution Plans
Shields Associates develops innovative plan solutions and has assisted some of the largest defined contribution programs in the country. Our consultants possess industry-leading knowledge about the many issues facing defined contribution savings programs today:
- Strategic Plan Design
- In-House versus External Investment Advice
- Fee Analysis and Cost Savings
- Target Maturity Funds
- Recordkeeper Research
- Default Options
- Policy Statements
Initial work often includes defining long-term program objectives, identifying a diverse set of investment strategies for plan participants, and building the program with strong performing investment products. Clients' concerns are quickly and effectively addressed because our research constantly monitors performance and best practices. The Shields Associates' commitment to optimally positioning plans in a rapidly evolving industry results in superior investment returns year after year.
