Your Consultant, Advisor and Co-Fiduciary
Wharton Advisors' independent and unbiased advice helps improve the structure and oversight of Retirement Plan management. Benefits of our expertise may increase confidence and higher overall Plan value for both the Trustees and Participants.
A full analysis of your Plan is completed when Wharton Advisors is retained. When appropriate, current investments will be kept, in order to ensure continuity. If without an Investment Policy Statement, Wharton Advisors will lead your Plan Investment Committee in the development of an appropriate document given the needs of the company.
Through a formal written analysis, Wharton Advisors benchmarks your current investments with other available alternatives. This periodic analysis enables Trustees to monitor Plan alignment with industry standards and the Investment Policy Statement. It also describes in detail the benefits and drawbacks of competing investment offerings. Wharton Advisors makes recommendations based on our professional opinion using a wide array of investment choices.
As an investment advisor that may act as a co-fiduciary for your Plan, Wharton Advisors serves as your single point of contact for all Plan-related issues.
Included are turnkey comprehensive quantitative and qualitative quarterly reports on investment manager performance for the Investment Committee's due diligence. This ensures continual compliance with your Investment Policy Statement and implementation of any recommended changes.
From Plan design through implementation and ongoing administration, Wharton Advisors maintains vigilant oversight of Plan matters and vendor suitability.