At Classic Financial Services we’re passionate about helping you provide an effective retirement plan to your employees. As retirement plan specialists, we strive to help you adhere to a high standard of fiduciary excellence as we assist you with:
Investment Policy StatementAssist in the preparation or review of the Plan’s investment policy statement (“IPS”). Act as your liaison, working with service providers, product sponsors or vendors. In such cases, we act only in accordance with your instructions on investment or Plan administration matters and shall not exercise judgment or discretion.
Learn more about our retirement plan services: Participant Services
Serving as an Accredited Investment Fiduciary® designee, Katie is committed to a high standard of fiduciary assistance and guidance including regularly scheduled review and follow-up meetings with plan administrators and fiduciaries, assistance with Investment Policy Statement (IPS) development, delivering ongoing investment reporting and fund benchmarking, and group and one-on-one participant education and guidance.
This sets us apart from many plan advisors who only serve in a sales capacity and may not have the experience, education or credentials required to serve as an active and ongoing partner to plan fiduciaries.
The AIF® designation is a mark of distinction, which demonstrates a commitment on the part of designees to high standards of fiduciary excellence. AIF® designees have a reputation in the industry for their ability to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures. Learn more