Plan Sponsor Support
When we consult with you on your retirement plan needs we believe we set ourselves apart by taking a
complex set of issues and decisions and delivering it in a simple format. The format summarizes all of
your decisions into three categories: Cost, Performance, and Service. You determine the priority and
weight you place on each area. Our goal is to become a partner of your employee benefits department.
We are confident we can provide all of the related services necessary to give you personal, accurate,
and flexible support.
Technical & Compliance Support
The plan sponsor would meet with a Retirement Specialist a minimum of two times per year and have
available the resources of our technical compliance area dedicated to the research and dissemination of
information on legislative and regulatory issues. Our technical support services include:
- Initial and ongoing plan design
- Technical research
- Regional client education workshops
- Periodic technical updates
Investment Review & Monitoring
As performance is overwhelmingly influenced by having the proper asset allocation, we seek for our clients to
have a broad array of funds covering the major asset classes and then monitor them regularly. The annual
investment review process would include:
- Research, qualitative and quantitative analysis of current portfolio and options available
- Recommendations to replace funds or add them to watch lists when warranted
- Review of investment policy statement
Provider Review Process & Installation Services
Regularly reviewing the provider options is an important fiduciary responsibility.
HantzGroup will assist your organization with a comprehensive evaluation of the current investment and
record-keeping providers on a bi-annual basis or more frequently if warranted. In the event that you determine
that an investment or record-keeping provider relationship should be replaced, HantzGroup will work with
the plan sponsor and providers to achieve a seamless transition.
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