The LTG Advantage: Many qualified plans are implemented without a cohesive strategy or a thorough review of salient plan attributes—so they run the risk of being obsolete or ineffective, leading to minimal employee participation and low average deferral percentage for non-highly compensated employees. The comprehensive expertise of the LTG team means you'll benefit from a smart, thorough, effective pension plan strategy.
 
LTG's Architecture & Implementation services include:
  • Best-in-class money manager search, selection and monitoring

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  • Administrative and custodial search and selection

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  • Human Resource, fiduciary and trustee policy and procedure review

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  • Investment Policy Statement development which includes:

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    • Asset allocation structure and tolerances

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    • Money management selection criteria

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    • Periodic money manager review and monitoring

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  • Provider service and fee agreement negotiation

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  • Investment portfolio structure and guidelines

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