CONSULTING
401K and Pension, foundation and endowment Investment Consulting
We make a living by what we get, but we make a life by what we give.
Benefit plan, endowment and foundation management pose unique high risk decisions. Oversight of investment managers, vendors, regulations and liabilities requires expert knowledge and care. GenFi can help address performance, cost and fiduciary responsibility issues.
GenFi provides the following benefit services:
- Needs Assessment
- Analysis of benefit level and cost objectives
- Plan design feature evaluation and enhancement
- Investment policy statement development and execution
- Plan Administration provider search and selection
- Plan Custodian provider search, selection, and Evaluation
- Plan Investment Option Selection
- Plan tax compliance provider search and selection
- Employee communications review and recommendations
- Due diligence and fiduciary responsibility review
- Negotiation of service contracts
- Performance reporting, review and Analytics
- Plan Benchmarking
- Fee Analysis
- Merger and acquisition due diligence provider search and selection
