FIA’s services to a defined benefit plan typically begin with a thorough diagnosis of the current plan, its documents, policy statement, asset allocation, investment managers, and fees. The documented results of this study become a reference for all parties in the ongoing process of monitoring and evaluating the performance of the plan. Typically, an asset allocation study is undertaken to validate or adjust the existing allocation. All managers of plan assets are researched, evaluated and graded. When necessary to add or replace a manager, we will assist by screening the universe of managers and identifying candidates for interview and selection by the responsible committee or board. FIA may also participate in fee negotiation. As with all clients, ongoing monitoring of the plan is essential to long term achievement of investment objectives, and we generally present performance reports quarterly and provide customized assistance to meet client needs.
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