Fiduciary Investment Services
Plan For The Success Of Your Plan Participants
As a retirement plan fiduciary, you face complex responsibilities. Your challenges include hiring a capable retirement plan provider and ensuring the employer sponsored retirement plan is operating in accordance with law—in addition to developing a process to select and monitor appropriate investment options to ensure plan participants have suitable options available to them to meet their retirement goals.
Bovard Financial Services retirement plan consultants are dedicated to assisting plan sponsors perform the fiduciary duties required by ERISA. Our investment consulting services include:
· Employer-sponsored retirement plan investment advisory services
· Investment policy statement development
· Investment menu design
· Investment analysis of employer-sponsored retirement plans
· Selection and monitoring of investment options
· Fee review of employer-sponsored retirement plans
· Fiduciary assessment and fiduciary services
Customized Solutions
We offer a broad selection of employer sponsored retirement plan investment solutions that are customized to your organization. Whether you’re designing an asset allocation strategy for your defined benefit plan, trying to encourage participants to maximize deferrals in the defined contribution plan, or looking to tailor your plan’s investment options to meet the plan’s and/or participants’ investment goals and objectives, we can assist you in finding the right solutions for your needs—everything from setting goals and objectives to selecting and monitoring investment options. Our client-focused approach will help you gain confidence that your plan is operating in accordance with your goals and objectives.
Bovard Financial Services has your best interest in mind. We’re independent, highly experienced, and committed. As a fee-based firm, we sit on your side of the table. Therefore, you can be assured that we care deeply about the best interests of our clients.
Bovard will help you develop a comprehensive, customized investment plan that fits your organization’s unique challenges and adheres to the fiduciary procedures mandated by the Department of Labor and ERISA. We will assist you in creating an investment policy statement and will serve as a fiduciary of the plan.
Plan For The Success Of Your Plan Participants
As a retirement plan fiduciary, you face complex responsibilities. Your challenges include hiring a capable retirement plan provider and ensuring the employer sponsored retirement plan is operating in accordance with law—in addition to developing a process to select and monitor appropriate investment options to ensure plan participants have suitable options available to them to meet their retirement goals.
Bovard Financial Services retirement plan consultants are dedicated to assisting plan sponsors perform the fiduciary duties required by ERISA. Our investment consulting services include:
· Employer-sponsored retirement plan investment advisory services
· Investment policy statement development
· Investment menu design
· Investment analysis of employer-sponsored retirement plans
· Selection and monitoring of investment options
· Fee review of employer-sponsored retirement plans
· Fiduciary assessment and fiduciary services
Customized Solutions
We offer a broad selection of employer sponsored retirement plan investment solutions that are customized to your organization. Whether you’re designing an asset allocation strategy for your defined benefit plan, trying to encourage participants to maximize deferrals in the defined contribution plan, or looking to tailor your plan’s investment options to meet the plan’s and/or participants’ investment goals and objectives, we can assist you in finding the right solutions for your needs—everything from setting goals and objectives to selecting and monitoring investment options. Our client-focused approach will help you gain confidence that your plan is operating in accordance with your goals and objectives.
Bovard Financial Services has your best interest in mind. We’re independent, highly experienced, and committed. As a fee-based firm, we sit on your side of the table. Therefore, you can be assured that we care deeply about the best interests of our clients.
Bovard will help you develop a comprehensive, customized investment plan that fits your organization’s unique challenges and adheres to the fiduciary procedures mandated by the Department of Labor and ERISA. We will assist you in creating an investment policy statement and will serve as a fiduciary of the plan.
6950 Squibb Road, Suite 200
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
Mission, KS 66202
913-529-1130 phone
913-529-1137 fax
