COMPREHENSIVE RETAINER SERVICES
Ongoing Fiduciary Oversight
Westminster Consulting provides an integrated and comprehensive program of Ongoing Fiduciary Oversight to plan fiduciaries.
Most Westminster Consulting clients utilize this integrated suite of consulting services. Westminster Consulting provides
fiduciaries with analysis and insight to effectively evaluate their plans and manage the associated legal responsibilities.
Ongoing Fiduciary Oversight has four distinct components:
1 PERFORMANCE OVERVIEW—MONITORING & ANALYSIS
• Review investments and their compliance with IPS guidelines
• Provide fiduciary scoring and commentary on investments
• Quarterly review of plan demographics and asset distribution
• Review peer group and index benchmarks to current investment options
• Development and maintenance of a plan investment option “bench-list”
2 DUE-DILIGENCE
• Review and modify, as necessary, the Investment Policy Statement(s)
• Coordinate periodic %