http://www.gardnerwhite.com

 

 

Investment Portfolio Analysis
Retirement plan sponsors who offer participants a choice of investments are required to provide a selection of appropriate options that cover a broad range of asset classes.
Balance:
The objective is to assure that a participant will have the opportunity to diversify their investments in such a way that balances the need to minimize risk of loss with personal investment objectives based on the participant’s risk profile.
Gardner & White representatives add value to your group’s retirement plan by providing advisory services designed to guide you and your participants through the investment selection process.
Our Services Include:
  • Investment Policy Statement design consultation
  • Assistance in selection and monitoring the investment portfolio
  • Participant education programs
  • Investment counseling for participants
  • Web access to provider investment selection and allocation tools
For more information on services available in selecting and monitoring your retirement plan investment options, contact your Gardner & White Representative.
Contact G&W

Consulting - Benefits Solutions - Plan Administration

Copyright 2013 Gallagher Benefit Services Inc. All right reserved. 201 West 103rd Street, Suite 505
Privacy Policy   Legal information and disclaimers regarding site usage. Indianapolis IN 46290
  Phone: 800.347.5737