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Fee Disclosure Review Service – $1250
Calling all plan sponsors in Colorado, Texas and Nebraska! Are you feeling overwhelmed by the new regulation? Castle Rock Investment Company’s experienced team will assist you. Our 408(b)(2) Review Service includes:
- Review the 408(b)(2) disclosures received from the covered service providers to the Responsible Plan Fiduciaries for completeness
- Provide written certification of the results
- Provide a fee benchmarking report to determine reasonableness of plan costs
- One hour consultation to review the documentation and additional steps if necessary
We are offering this as a stand alone service for only $1250.
Plan Investment Services – $750
- Assess Plan’s Investment Objectives
- Review QDIA option
- Provide & Review Performance Reporting
We are offering this as a stand alone service for only $750.
Participation Education Services – $1,000/day (plus travel expenses)
We are offering this as a stand alone service for only $1,000/day (plus travel expenses)
For more information, please contact us at 303-725-7086, or via e-mail at firstname.lastname@example.org.