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Our Program - Prudence 360°
This is a special program available
to all businesses, large and small. Here are some of the highlights:
Discretionary Trustees:
DFA will help establish an Investment Committee to oversee
and accept liability and discretion for the management of
your 401k plan assets. Transfers your investment fiduciary
responsibility.
Revenue Neutral:
Our revenue neutral fee structure eliminates conflicts of
interest in the management of the plan assets. Any and all
revenue received from the investment companies are credited
back to each plan participants accounts. All fees are fully
disclosed in a simple and easy to understand format.
Open Architecture:
The Investment Committee will have access to the complete
universe of investment companies, no proprietary product restrictions.
This allows for a prudent and objective fund selection process.
All Funds offered are purchased free of any sales charges.
Fiduciary Selection
Process:
The Investment Committee will utilizes a proven due diligence
process to identify superior investment options.
Fiduciary Monitoring:
The Investment Committee will review each investment option
quarterly. Investments that fail to meet the fiduciary standards
established will be replaced with a more appropriate option,
ensuring your plan will always have superior investment options.
Outsourced administration & Planning:
We will provide a complete outsourcing solution; administration
responsibilities including daily valuation, record keeping,
enrollment, and participant education & retirement planning.
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