401(k) Advisors service model starts with a Fiduciary Fitness program, Including a Fiduciary Investment and plan review and providor benchmarking analysis. Our RFP and provider search process is second to none where we gather over 300 data points on each provider and provide a detailed breakdown of Fees, Fund performance, and service. Our propriatery investment scorecard system takes in to account, Investment style, risk, peer group ranking, and qualitative analysis to help plan sponsors provide the necessary investment due dilligence to satisfy their fiduciary compliance obligations.
Washington Financial Group provides the services, experience and resources you seek to deliver an efficient and effective retirement plan to your employees.
Johnson Mwangi Nyika is a Senior Advisor for Audit and Learning and Development at KPMG East Africa. He has over 10 years of experience in auditing and financial reporting. His roles include developing and executing audit plans, leading audit teams, coordinating schedules, reporting on audits, and preparing financial statements according to IFRS. He has a Master's in Finance and is a CPA and accredited global trainer.
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...BPAS
The document discusses the evolution of defined contribution plan governance from the 1970s to present day. It emphasizes the importance of fiduciary duties to pay only reasonable plan expenses and follow a prudent process. A fee policy statement is recommended as a tool to document how a plan will monitor and allocate costs. It explains concepts like revenue sharing, expense recapture accounts, and expense allocation methods to help fiduciaries meet regulatory requirements.
This document contains the resume of Gul Mohammed Anas, a mid-level finance professional from Dubai, UAE. It summarizes his 5 years of experience in audit, finance, accounting and marketing. It details his current role as an Audit and Finance Associate at KGRN Auditors & Business Advisors in Dubai, where he conducts audits, implements accounting systems, provides advisory services, and ensures compliance. It also outlines his previous role as an Accounting Supervisor and Accountant, and notes his education and computer proficiency.
Review the financials in conjunction with the business units, enable dissection of information and alternative methodologies for operational planning / management and decision making. Preparing monthly and quarterly MIS reports.
Contract and Proposal Review: Review business contract recommendations & recommend solutions for non standard or complex clauses/situations in order to align contractual obligations with internal financial / risk parameters.
The document provides a profile summary of Sibi Viju Samuel, including over 18 years of experience in project and delivery management roles in the risk and compliance domain for ANZ Bank. It details representative projects led, such as FATCA and Common Reporting Standards compliance, as well as achievements including establishing training and development functions. Educational background and PMP certification are also included.
Stable Two Financial Executive Summarysandrawagner
Stable Two Financial is an independent registered investment advisor exclusively focused on retirement plans. They are led by retirement industry veterans with over 15 years of experience each. They provide comprehensive fiduciary oversight and governance services to retirement plan sponsors at a fraction of the typical cost through their focus on client service and use of modern technology rather than expensive overhead. Their services include fiduciary committee design, investment reviews, expense monitoring, and assistance with regulatory compliance.
401(k) Advisors service model starts with a Fiduciary Fitness program, Including a Fiduciary Investment and plan review and providor benchmarking analysis. Our RFP and provider search process is second to none where we gather over 300 data points on each provider and provide a detailed breakdown of Fees, Fund performance, and service. Our propriatery investment scorecard system takes in to account, Investment style, risk, peer group ranking, and qualitative analysis to help plan sponsors provide the necessary investment due dilligence to satisfy their fiduciary compliance obligations.
Washington Financial Group provides the services, experience and resources you seek to deliver an efficient and effective retirement plan to your employees.
Johnson Mwangi Nyika is a Senior Advisor for Audit and Learning and Development at KPMG East Africa. He has over 10 years of experience in auditing and financial reporting. His roles include developing and executing audit plans, leading audit teams, coordinating schedules, reporting on audits, and preparing financial statements according to IFRS. He has a Master's in Finance and is a CPA and accredited global trainer.
Fee Policy Statement Kit: Best Practices for Managing Plan Expenses - Brian B...BPAS
The document discusses the evolution of defined contribution plan governance from the 1970s to present day. It emphasizes the importance of fiduciary duties to pay only reasonable plan expenses and follow a prudent process. A fee policy statement is recommended as a tool to document how a plan will monitor and allocate costs. It explains concepts like revenue sharing, expense recapture accounts, and expense allocation methods to help fiduciaries meet regulatory requirements.
This document contains the resume of Gul Mohammed Anas, a mid-level finance professional from Dubai, UAE. It summarizes his 5 years of experience in audit, finance, accounting and marketing. It details his current role as an Audit and Finance Associate at KGRN Auditors & Business Advisors in Dubai, where he conducts audits, implements accounting systems, provides advisory services, and ensures compliance. It also outlines his previous role as an Accounting Supervisor and Accountant, and notes his education and computer proficiency.
Review the financials in conjunction with the business units, enable dissection of information and alternative methodologies for operational planning / management and decision making. Preparing monthly and quarterly MIS reports.
Contract and Proposal Review: Review business contract recommendations & recommend solutions for non standard or complex clauses/situations in order to align contractual obligations with internal financial / risk parameters.
The document provides a profile summary of Sibi Viju Samuel, including over 18 years of experience in project and delivery management roles in the risk and compliance domain for ANZ Bank. It details representative projects led, such as FATCA and Common Reporting Standards compliance, as well as achievements including establishing training and development functions. Educational background and PMP certification are also included.
Stable Two Financial Executive Summarysandrawagner
Stable Two Financial is an independent registered investment advisor exclusively focused on retirement plans. They are led by retirement industry veterans with over 15 years of experience each. They provide comprehensive fiduciary oversight and governance services to retirement plan sponsors at a fraction of the typical cost through their focus on client service and use of modern technology rather than expensive overhead. Their services include fiduciary committee design, investment reviews, expense monitoring, and assistance with regulatory compliance.
The Val IT framework provides guidance for organizations to select, manage, and optimize their IT investments and assets. It has three main domains: value governance, portfolio management, and investment management. Value governance establishes leadership and processes for investment decision making. Portfolio management helps select investments and monitor performance. Investment management deals with developing business cases, costs/benefits, and monitoring individual programs throughout their lifecycle. The goal of the Val IT framework is to increase understanding of IT costs/risks/benefits and the value realized from IT investments and assets.
Val I T Framework And How It Might Help Rev1jdruffing
The Val IT framework provides guidance for organizations to select, manage, and optimize their IT investments and assets. It has three main domains: value governance, portfolio management, and investment management. Value governance establishes leadership and processes for investment decision making. Portfolio management helps select and monitor investments. Investment management deals with developing business cases and managing individual programs throughout their lifecycle. The goal of the Val IT framework is to increase understanding of IT costs and benefits, improve investment selection, increase success rates, and optimize value realized from the overall IT investment portfolio.
Thizel Williams has over 17 years of experience in customer service and insurance. She currently works as a Senior Account Manager at Travelers Insurance, where she manages client relationships and accounts. Previously, she held various customer service and underwriting roles at Travelers Insurance, Fireman's Fund Insurance Company, and Chubb Group of Insurance Companies.
Shiva Shankar Samudrala is seeking a position as a Financial Professional. He has a MBA in Finance and Marketing and is pursuing additional certifications in financial areas. He has over 7 years of experience as a Subject Matter Expert and Analyst at Cognizant Technology Solutions, where he performs various financial analysis, accounting, and reporting tasks for an asset management client. He has strong skills in areas like risk management, client relationships, and financial products.
Citisoft is a global investment management consulting firm with 25 years of experience. They have over 80 professionals with an average of 15 years industry experience. Citisoft provides comprehensive consulting services across front, middle, and back office functions including strategic assessment, technology solutions, operations consulting, and outsourcing services.
Uzair Ul Haq is a Senior Associate at A.F.Ferguson & Co with over 4 years of experience providing audit, financial, and management advisory services. He has led audit teams for clients in various industries including pharmaceutical, banking, mutual funds, insurance, and more. He has also evaluated internal controls, identified deficiencies, and reported findings and recommendations to management. Uzair is a CA finalist and has received promotions and performance awards during his tenure at PwC.
This document discusses various defined contribution and defined benefit plan designs, including their advantages and disadvantages. It begins with an overview of why saving in a tax-qualified retirement plan is beneficial compared to saving outside of a plan. It then discusses cash balance pension plans, including typical design features and examples. The document also covers the BPAS WRAP plan design, which combines features of a cash balance plan and 401(k) plan. Finally, it discusses potential future combinations of defined benefit and defined contribution plans that provide more flexible income options at retirement.
This professional summary outlines the experience and qualifications of an internal auditor with over 20 years of experience in financial auditing. The auditor has significant experience leading SOX compliance projects and establishing frameworks for documenting and testing internal controls. Core competencies include leadership, management, and technology skills. Notable career accomplishments include completing a SOX project on-time and under budget, and performing contract audits that generated over $1 million in savings.
This document provides a course catalog for financial litigation services offered by Citrin Cooperman. The catalog lists 12 courses covering topics such as accounting and financial statement analysis for lawyers, quantifying damages calculations in commercial litigation, forensic accounting basics, fraud investigation techniques, effectively deposing financial experts, quantifying wage-and-hour damages, business valuation fundamentals, intellectual property damages, forensic accounting in divorce cases, tracking cryptocurrency in divorces, executive compensation issues in litigation, and assistance obtaining CLE credits. The courses aim to help lawyers understand and utilize financial experts and analyses in different types of commercial and civil litigation.
I argue that much of what is proposed in the IFRS 9 document could have been accomplished through Pillar 2 of the Basel Accord in its 2006 release.
Pillar 2 was introduced to put to test Management Capabilities, and Regulatory Credibility. I argue that both failed that test which made the introduction of IFRS 9 a necessity.
Nicholas Kaoudis seeks a senior financial management position and has extensive experience across various industries. Over his career, he has developed expertise in many areas of corporate finance including accounting, cost accounting, compliance, taxation, systems, budgeting and analysis. As a consultant, he also strengthened his soft skills like communication, collaboration, and training. He has a track record of distilling complex information for executive audiences. His background implementing financial systems and managing compliance makes him well-suited to serve organizations at a senior level.
The document discusses key aspects of consulting proposals. It explains that a proposal is a written document detailing a consultant's ideas, planning, and methodology for carrying out an assignment. Proposals are prepared in response to a Request for Proposal and include technical and financial components. The technical proposal outlines the proposed approach, methodology, staffing plan, and experiences while the financial proposal specifies costs. The document provides guidance on creating comprehensive proposals that meet a client's needs and stand out among competition.
The document discusses developing a uniform credit rating system for small and medium enterprises (SMEs) in order to improve their access to financing. It notes that SMEs often fail due to financial reasons and poor management. Currently, banks evaluate SMEs differently without a standardized approach. The document proposes creating an SME Credit Rating system that would develop uniform rating parameters and a process to assess SMEs. This would provide a more comprehensive and reliable evaluation of SMEs for financiers, improve data on SME performance, and increase SME access to more affordable credit.
Muhammad Imran is seeking a career opportunity that allows for professional and personal growth. He has over 15 years of experience in accounting, finance, and auditing roles. Most recently, he has worked as the Assistant Manager of Accounts at Hamdard University, where he prepares financial statements and reports, manages budgets, and implemented an ERP system. He holds an MBA in Finance and is proficient in various accounting software programs including SAP, Oracle, and CMS.
Muhammad Imran is seeking a career opportunity that allows for professional and personal growth. He has over 15 years of experience in accounting, finance, internal auditing, and tax compliance. Currently, he works as an Assistant Manager of Accounts at Hamdard University, where he prepares financial statements and reports, implements new systems, and ensures compliance. He holds an MBA in Finance and is proficient in SAP, Oracle, and other accounting software.
Epic Advisors and Mutual of Omaha have come together to produce the best 401(k) solution on the market. It offers low price and all the latest techniques to maximize the investment experience. Please call me to learn more!
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoBPAS
The document summarizes a meeting between First National Bank and Charlotte Engineering to discuss providing administrative services for Charlotte Engineering's 401(k) retirement plan. It outlines First National Bank's services including simplifying tasks for HR, providing educational resources and investment guidance for participants, and fiduciary services. It also describes the capabilities of their partner, BPAS, including recordkeeping, a call center, participant and sponsor websites, and reporting. Fees are discussed as well as the onboarding process for transitioning the plan.
The document outlines the concept, sustainability, and operations of California Community Colleges (CCC's) providing outsourced training through a centralized organization. It details how the CCC's can partner with this organization called the CA Corporate College (CA CC) to access new funding sources, leverage their collective resources, and generate additional revenue through contract training services for businesses. The CA CC aims to help CCC's expand their training offerings and capitalize on projected multi-billion dollar spending on outsourced corporate training programs.
Brindha J is an aspiring finance professional seeking a challenging position that enhances organizational value and allows career growth. She has completed her CA and CMA intermediate exams and holds a Bachelor's degree in Commerce. Her experience includes three years of articled training and one and a half years as an audit executive. She has exposure to financial accounting, audit, tax filings, and preparing financial statements according to GAAP. Brindha J aims to utilize her understanding of financial concepts and experience in statutory audits, tax planning, and accounting to contribute to an organization.
This document outlines the job description for an Employee Benefits Staff position at Sumisho Motor Finance Corporation. The position reports to the Employee Benefits Officer and assists in administering company benefits. Key responsibilities include processing claims for allowances, driver's license refunds, and transactions for health insurance and fleet cards. The position also assists with implementing wellness programs, handles daily benefits inquiries, and maintains employee records. Qualifications include a bachelor's degree in psychology or related field, 3+ years of experience in compensation and benefits, and skills in communication, problem-solving, and computer programs like Excel.
First Bank provides wealth management and employee benefit services through a partnership with Pentegra Retirement Services. They use a 4-step process to deliver retirement plans that includes diagnosis, plan design, implementation, and ongoing monitoring. First Bank acts as fiduciary and trustee while Pentegra provides recordkeeping services and a technology platform. Communication and education of employees is a key part of ensuring plan success.
This document provides an overview of retirement plan consulting services offered by Washington Financial Group. It summarizes their team of advisors and specialists, representative client list, fiduciary-focused best practices approach involving investment review, fiduciary guidance, and education and communication services. Their services are aimed at maximizing plan efficiency and success through consulting, administration, investments, and communication across their continuum of offerings.
The Val IT framework provides guidance for organizations to select, manage, and optimize their IT investments and assets. It has three main domains: value governance, portfolio management, and investment management. Value governance establishes leadership and processes for investment decision making. Portfolio management helps select investments and monitor performance. Investment management deals with developing business cases, costs/benefits, and monitoring individual programs throughout their lifecycle. The goal of the Val IT framework is to increase understanding of IT costs/risks/benefits and the value realized from IT investments and assets.
Val I T Framework And How It Might Help Rev1jdruffing
The Val IT framework provides guidance for organizations to select, manage, and optimize their IT investments and assets. It has three main domains: value governance, portfolio management, and investment management. Value governance establishes leadership and processes for investment decision making. Portfolio management helps select and monitor investments. Investment management deals with developing business cases and managing individual programs throughout their lifecycle. The goal of the Val IT framework is to increase understanding of IT costs and benefits, improve investment selection, increase success rates, and optimize value realized from the overall IT investment portfolio.
Thizel Williams has over 17 years of experience in customer service and insurance. She currently works as a Senior Account Manager at Travelers Insurance, where she manages client relationships and accounts. Previously, she held various customer service and underwriting roles at Travelers Insurance, Fireman's Fund Insurance Company, and Chubb Group of Insurance Companies.
Shiva Shankar Samudrala is seeking a position as a Financial Professional. He has a MBA in Finance and Marketing and is pursuing additional certifications in financial areas. He has over 7 years of experience as a Subject Matter Expert and Analyst at Cognizant Technology Solutions, where he performs various financial analysis, accounting, and reporting tasks for an asset management client. He has strong skills in areas like risk management, client relationships, and financial products.
Citisoft is a global investment management consulting firm with 25 years of experience. They have over 80 professionals with an average of 15 years industry experience. Citisoft provides comprehensive consulting services across front, middle, and back office functions including strategic assessment, technology solutions, operations consulting, and outsourcing services.
Uzair Ul Haq is a Senior Associate at A.F.Ferguson & Co with over 4 years of experience providing audit, financial, and management advisory services. He has led audit teams for clients in various industries including pharmaceutical, banking, mutual funds, insurance, and more. He has also evaluated internal controls, identified deficiencies, and reported findings and recommendations to management. Uzair is a CA finalist and has received promotions and performance awards during his tenure at PwC.
This document discusses various defined contribution and defined benefit plan designs, including their advantages and disadvantages. It begins with an overview of why saving in a tax-qualified retirement plan is beneficial compared to saving outside of a plan. It then discusses cash balance pension plans, including typical design features and examples. The document also covers the BPAS WRAP plan design, which combines features of a cash balance plan and 401(k) plan. Finally, it discusses potential future combinations of defined benefit and defined contribution plans that provide more flexible income options at retirement.
This professional summary outlines the experience and qualifications of an internal auditor with over 20 years of experience in financial auditing. The auditor has significant experience leading SOX compliance projects and establishing frameworks for documenting and testing internal controls. Core competencies include leadership, management, and technology skills. Notable career accomplishments include completing a SOX project on-time and under budget, and performing contract audits that generated over $1 million in savings.
This document provides a course catalog for financial litigation services offered by Citrin Cooperman. The catalog lists 12 courses covering topics such as accounting and financial statement analysis for lawyers, quantifying damages calculations in commercial litigation, forensic accounting basics, fraud investigation techniques, effectively deposing financial experts, quantifying wage-and-hour damages, business valuation fundamentals, intellectual property damages, forensic accounting in divorce cases, tracking cryptocurrency in divorces, executive compensation issues in litigation, and assistance obtaining CLE credits. The courses aim to help lawyers understand and utilize financial experts and analyses in different types of commercial and civil litigation.
I argue that much of what is proposed in the IFRS 9 document could have been accomplished through Pillar 2 of the Basel Accord in its 2006 release.
Pillar 2 was introduced to put to test Management Capabilities, and Regulatory Credibility. I argue that both failed that test which made the introduction of IFRS 9 a necessity.
Nicholas Kaoudis seeks a senior financial management position and has extensive experience across various industries. Over his career, he has developed expertise in many areas of corporate finance including accounting, cost accounting, compliance, taxation, systems, budgeting and analysis. As a consultant, he also strengthened his soft skills like communication, collaboration, and training. He has a track record of distilling complex information for executive audiences. His background implementing financial systems and managing compliance makes him well-suited to serve organizations at a senior level.
The document discusses key aspects of consulting proposals. It explains that a proposal is a written document detailing a consultant's ideas, planning, and methodology for carrying out an assignment. Proposals are prepared in response to a Request for Proposal and include technical and financial components. The technical proposal outlines the proposed approach, methodology, staffing plan, and experiences while the financial proposal specifies costs. The document provides guidance on creating comprehensive proposals that meet a client's needs and stand out among competition.
The document discusses developing a uniform credit rating system for small and medium enterprises (SMEs) in order to improve their access to financing. It notes that SMEs often fail due to financial reasons and poor management. Currently, banks evaluate SMEs differently without a standardized approach. The document proposes creating an SME Credit Rating system that would develop uniform rating parameters and a process to assess SMEs. This would provide a more comprehensive and reliable evaluation of SMEs for financiers, improve data on SME performance, and increase SME access to more affordable credit.
Muhammad Imran is seeking a career opportunity that allows for professional and personal growth. He has over 15 years of experience in accounting, finance, and auditing roles. Most recently, he has worked as the Assistant Manager of Accounts at Hamdard University, where he prepares financial statements and reports, manages budgets, and implemented an ERP system. He holds an MBA in Finance and is proficient in various accounting software programs including SAP, Oracle, and CMS.
Muhammad Imran is seeking a career opportunity that allows for professional and personal growth. He has over 15 years of experience in accounting, finance, internal auditing, and tax compliance. Currently, he works as an Assistant Manager of Accounts at Hamdard University, where he prepares financial statements and reports, implements new systems, and ensures compliance. He holds an MBA in Finance and is proficient in SAP, Oracle, and other accounting software.
Epic Advisors and Mutual of Omaha have come together to produce the best 401(k) solution on the market. It offers low price and all the latest techniques to maximize the investment experience. Please call me to learn more!
The Finalists Presentation: Presenting our Partnership - Paul Neveu & Liz KaidoBPAS
The document summarizes a meeting between First National Bank and Charlotte Engineering to discuss providing administrative services for Charlotte Engineering's 401(k) retirement plan. It outlines First National Bank's services including simplifying tasks for HR, providing educational resources and investment guidance for participants, and fiduciary services. It also describes the capabilities of their partner, BPAS, including recordkeeping, a call center, participant and sponsor websites, and reporting. Fees are discussed as well as the onboarding process for transitioning the plan.
The document outlines the concept, sustainability, and operations of California Community Colleges (CCC's) providing outsourced training through a centralized organization. It details how the CCC's can partner with this organization called the CA Corporate College (CA CC) to access new funding sources, leverage their collective resources, and generate additional revenue through contract training services for businesses. The CA CC aims to help CCC's expand their training offerings and capitalize on projected multi-billion dollar spending on outsourced corporate training programs.
Brindha J is an aspiring finance professional seeking a challenging position that enhances organizational value and allows career growth. She has completed her CA and CMA intermediate exams and holds a Bachelor's degree in Commerce. Her experience includes three years of articled training and one and a half years as an audit executive. She has exposure to financial accounting, audit, tax filings, and preparing financial statements according to GAAP. Brindha J aims to utilize her understanding of financial concepts and experience in statutory audits, tax planning, and accounting to contribute to an organization.
This document outlines the job description for an Employee Benefits Staff position at Sumisho Motor Finance Corporation. The position reports to the Employee Benefits Officer and assists in administering company benefits. Key responsibilities include processing claims for allowances, driver's license refunds, and transactions for health insurance and fleet cards. The position also assists with implementing wellness programs, handles daily benefits inquiries, and maintains employee records. Qualifications include a bachelor's degree in psychology or related field, 3+ years of experience in compensation and benefits, and skills in communication, problem-solving, and computer programs like Excel.
First Bank provides wealth management and employee benefit services through a partnership with Pentegra Retirement Services. They use a 4-step process to deliver retirement plans that includes diagnosis, plan design, implementation, and ongoing monitoring. First Bank acts as fiduciary and trustee while Pentegra provides recordkeeping services and a technology platform. Communication and education of employees is a key part of ensuring plan success.
This document provides an overview of retirement plan consulting services offered by Washington Financial Group. It summarizes their team of advisors and specialists, representative client list, fiduciary-focused best practices approach involving investment review, fiduciary guidance, and education and communication services. Their services are aimed at maximizing plan efficiency and success through consulting, administration, investments, and communication across their continuum of offerings.
ITIL Practical Guide - Service StrategyAxios Systems
To view this complimentary webcast in full, visit: http://forms.axiossystems.com/LP=263
Viewing the ITIL framework from a business perspective, this video shows how you can integrate IT with the business and align strategies throughout the lifecycle of a service.
This document provides information about Venture Advisors, a firm that offers CFO and financial advisory services to early stage and rapidly changing companies. It describes the services Venture Advisors provides, including building and supporting finance organizations, capital raising, mergers and acquisitions support, and interim CFO services. The document also lists some of Venture Advisors' clients and discusses their models for staffing finance functions and engaging their services.
Washington DC_Retirement Services_Hoyt ConnellHoyt Connell
Lockton is a large private insurance brokerage that provides retirement services. It has over 960 retirement plan clients with $35 billion in assets under management. Lockton has 6,000+ associates working across 75 offices globally. It has been in business since 1966 and is headquartered in Kansas City, Missouri. Lockton provides fiduciary services, investment monitoring and selection, plan design advice, and compliance support to help retirement plan sponsors.
Aerotek is a large professional staffing firm that was established in 1983. It has over 150 field offices and places over 45,000 contract employees annually. Aerotek provides staffing solutions across many industries, including engineering, accounting, healthcare and information technology. It uses a proprietary Perfect Fit program to thoroughly screen and select candidates that are the best match for its clients' needs. Aerotek also offers various services to enhance the employee experience, such as benefits programs, safety initiatives and reporting options.
Aneel Irshad Khan is seeking a challenging position utilizing his experience in financial consulting, taxation, auditing, and accounting. He has over 15 years of professional experience working for various financial, textile, education, and construction firms. Khan holds several professional certifications and has expertise in areas such as financial statement preparation, audit, tax filing, and accounting software.
401(k) & 403(b) Fiduciary Advisors, Inc. Corporate Overview
401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting. As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans.
Meridien Benefits, Inc. is a company that provides qualified retirement plans and non-qualified executive benefit plans. They have over 30 years of experience serving over 400 corporate clients. Their services include consulting, plan design, provider selection and analysis, employee education programs, and ongoing client support.
TeleDevelopment Services is a company that provides various call center services including consulting, staffing, assessment, and training. They have experience working with call centers internationally and provide customizable solutions that can bundle services like recruitment, payroll outsourcing, and human resources administration. The document provides details on their capabilities and processes for staffing, training, assessment, and management recruitment.
The document summarizes the problem of a lack of coordination and strategic focus across 120 concurrent projects at an organization in 2004. An investigation revealed projects were contradicting each other and there was no overall direction. A solution implemented centralized control and governance of projects through a hybrid Sarbanes-Oxley and Center of Excellence framework. This established financial controls, resource allocation, synergies identification, and benefits delivery tracking. The results included focused strategic input, staff savings, improved customer service, organizational control, and cost avoidance.
Intellecta Consultants is a fast-growing staffing and recruitment firm in India with over 5 years of experience. They provide end-to-end recruitment and staffing solutions to clients across various industries. Their core methodology involves thoroughly understanding client requirements and culture to source and select the right candidates through a rigorous screening process. They aim to be a strategic long-term partner to clients by managing vendor relationships and providing compliant payroll processing and other HR services.
Planning and Improvement Advisor - Projects - Position DescriptionRenee Maisch
This document outlines the role and responsibilities of a Planning and Improvement Advisor position at Virgin Australia. The role supports productivity and operational effectiveness for Ground Operations through initiatives like developing standard operating procedures, project support, and identifying areas for improvement. Key responsibilities include maintaining project status reports, developing and refining processes, conducting data analysis to improve productivity and revenue, and ensuring policies support on-time performance and excellent customer service. The position requires strong process development, communication, and stakeholder engagement skills as well as experience in operations, change management, and advisory services.
The document discusses Salesforce's approach to domain sponsorship and governance for a global enterprise customer. It outlines 7 domains including strategy and vision, business metrics, adoption, sponsorship and governance, processes, technology and data, and a roadmap. It recommends defining objectives, strategies, and a vision, prioritizing initiatives, developing a governance model, assessing impact on employees, and defining key business metrics and a CRM roadmap.
This document provides information about conducting contact centre assessments and audits. C3Africa is an integrated business that provides consulting, training, research, media and marketing services to the contact centre industry. It outlines C3Africa's methodology for conducting comprehensive contact centre assessments based on over 1,500 audit checkpoints across key competencies. Areas like strategy, processes, people, technology and more are evaluated. Contact centres are scored on a scale from foundational to world class in each area. The audit provides benchmarks, identifies risks and gaps, and makes recommendations to help contact centres improve performance and maturity. The document includes examples of reports and models used in C3Africa's contact centre assessment and improvement process.
The document discusses pManifold's utility consulting services portfolio for operators and service providers. It provides an overview of their services such as customer surveys, touchpoint audits, process improvements, market research, training, financial modeling, and stakeholder engagement. It also outlines their knowledge assets and mobile/IT applications. Case studies are presented on baseline preparation and bid advisory for distribution franchisees, developing a photo meter reading mobile app, and examples of customer, market and employee research and process audits conducted.
This document introduces outcome investing and provides guidance for board members on making the transition from traditional funding to outcome investing. It outlines the core assumptions of outcome investing, which focuses on achieving quantifiable results for consumers rather than funding processes. The roles of the investor and results manager are defined, with the investor allocating resources to achieve outcomes and the results manager committed to achieving specified results. Various tools are presented to support different stages of the outcome investment process from strategic planning to annual reporting.
How does the cost of your 40(k) plan compare to similar sized plans? As a retirement plan fiduciary, it is your responsibility to know the cost of your plan, and whether those costs are reasonable. Learn more about the fee benchmarking process.
Similar to Overview of 401k Turnaround Capabilities (20)
1. Our Mission: To Create Successful Retirement Plan Experiences for Plan Sponsors and Their Participants. Our Commitment: To Deliver Significant Resources with Focused Solutions for: SAMPLE TAPE, CO.
3. Successful Retirement Plan Experiences Our Consulting and Advisory Services Client and Plan Participant Outcomes Top-Tier Investment Options Benchmarking Analysis Provider Committed to Servicing your Plan Investment Due Diligence Education & Advice Beneficial Preparations for Retirement Meetings & Documentation Protected as a Plan Fiduciary Business Model
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7. Fiduciary Considerations The steps under ERISA 404(a) and 404(c) are numerous and complex: this is only an overview. 404(a) Fiduciary Duties Quantitative & Qualitative Fund Analysis Prudently Select Investments Consistently Implement Results Independently Monitor Investments Defray Reasonable Expenses Investment Policy Statement (IPS) Follow Plan Document 404(c) Protection for Participant Investment Decisions Sufficient Investment Information & Education Description of Fees & Expenses 404(c) Policy Statement And Employee Notice Copy of Prospectus Description of Investment Alternatives and Fund Facts Broad Range of Investment Options Voting and Tender Rights (if applicable)
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Editor's Notes
Since you’re a member of the Coach program I believe you are comfortable discussing these tools. As Charlie would tell you we also have examples of all the tools discussed here in the event we hit a hot button we can go there. For example we may get into the fiduciary shield issue and discuss RPAG’s 10 step process in evaluating funds and how it lines up with the investment policy. Participant meetings/education also get’s more attention than one would suspect. Don’t assume current provider/advisor is doing anything here.