Plan Investment Management
Are you sure you have a quality investment lineup?
Using cutting edge analytical tools that are specifically designed for retirement plans, we create investment scorecards. The scorecard will allow the plan sponsors and fiduciaries to quickly see which investments comply with the IPS and which investments should be eliminated or replaced. BCM will gladly accept co-fiduciary 3(38) status. We feel that having an independent co-fiduciary is the best way for plan sponsors to improve the plan performance and protect against litigation.
BCM will manage the process of evaluating all of your investment choices in your plan using retirement plan specific independent databases covering tens of thousands of funds, separate accounts and ETFs in accordance with your plan's Investment Policy Statement.
Your plan trustees and employees should have a process that provides them with quality investment and a process to maintain the quality over time.