|
Our Retirement Plan Services
Walls Investments partners with small to mid-size companies to create and maintain a full service solution for their retirement needs. Our services include:
- Creating an Investment Policy Statement
- Serving as co-fiduciary with the plan trustees
- Carefully selecting mutual funds in each asset class
- Continual monitoring of mutual fund performance
- Supplying quarterly Trustee reporting to ensure ERISA compliance
- Providing ongoing employee education
- Designating one contact specialist for effective plan support and administration
|
|