EnnisKnupp has been working with defined contribution plans since 1984. Our defined contribution clients number more than 60, representing aggregate assets of over $260 billion. Our clients’ defined contribution plans range in size from under $1 million to over $219 billion. We work with many prominent corporate, not-for-profit, and public fund defined contribution plans.
To best serve our clients, we have individuals dedicated to researching issues that are most pertinent to defined contribution plan sponsors.
They have published numerous articles over the past several years.
We provide extensive consulting services to defined contribution clients including:
- Developing asset allocation guidelines
- Formulating an investment policy
- Reviewing existing investment policy, investment strategy, and investment options
- Assessing an investment manager’s adherence to a client’s policy guidelines and objectives
- Guidance re: active versus passive management
- Best practices advice re: fees paid by the sponsor and by the participants
- Perspective re: target date or target mix funds and their role in a
DC plan
- Expertise in developing a recommended investment option lineup