Fiduciary Support Services

Help plan sponsors and participants make informed decisions.

Capital Management Group of New York focuses on comprehensive Plan Fiduciary Support Services, portfolio management and employee education tools that help plan sponsors and participants make informed decisions.

I. ASSESSMENT

We take the time to learn about your needs. It’s important to ensure you’re delivering high quality benefits that are designed to attract and retain high quality employees. Reviewing your Investment Policy Statement and Education Policy Statement on a regular basis helps to meet your fiduciary standards as a plan sponsor. It's important to benchmark your plan to help you receive competitive pricing & services.

II. STRATEGY

Through our strategic alliances, we’re able to help deliver plans that are custom tailored to help meet your needs. We’ll make recommendations, build a timetable for implementation and develop a review process designed to help you ensure the programs you offer today are still relevant tomorrow.

III. IMPLEMENTATION

With a strategy in place, we will design an Investment Policy Statement (IPS) and Education Policy Statement (EPS) then choose an investment lineup to meet your fiduciary standards. Having a well-designed EPS can help create excitement around the benefits and show employees that a lot of time and thought has been invested in their benefits.

IV. EVALUATION

Businesses evolve and so should your benefit offerings. We conduct annual plan level reviews to monitor, and when necessary, adjust the IPS and EPS. Investment offerings are reviewed regularly and replaced when they do not meet the standards of the IPS. Having a consistent review process will help you meet your fiduciary responsibilities and help confirm the benefits you’re offering employees are competitive.

Fiduciary Support Services

I. ASSESSMENT

II. STRATEGY

III. IMPLEMENTATION

IV. EVALUATION

CLIENT SUPPORT

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