Argos Financial Group provides each plan a documented service strategy that serves as the roadmap for plan success. Having a documented strategy is designed to set clear expectations, resulting in a more effective plan and ensures prudent fiduciary oversight. Argos becomes an extension of your organization by delivering a comprehensive process intended to get results and allow your staff to focus on core business activities.
- Quarterly or semi-annual plan review meeting (following is the agenda and deliverables for each plan level fiduciary meeting)
- Plan investment portfolio and Investment Policy Statement (IPS)
- Plan level gap analysis
- Plan design and pension legislation update
- Employee education strategy
- Quarterly or semi-annual employee meetings
- Service provider evaluation
