Westminster Consulting Brochure Defined Contribution | Page 3

CONTENTS
Meet Westminster Consulting

2

12

Confero

The Partners

3

13

Stay in the Loop

List of Services

6

14

The Biggest Myth for Investment Consultants

Comprehensive Retainer Services

7

15

Improper Roles for Advisors

Project Engagements

8

19

Expert Opinions on the Future of Retirement Plans
A Transamerica Study

9

22

7 Reasons Plan Sponsors Need Retirement Plan Advisors
By Danielle Andrus, ThinkAdvisor

Action Step Checklist

10

24

Fiduciary Due Diligence
Best Practices

Vendor Benchmarking

11

25

Why Choose Us

Fiduciary Compliance Resource CenterSM

By Gabriel Potter

By Gabriel Potter

Re-engineering Fiduciary | 1