Hello Eric,
At my previous employer, we used Vince Fragomeni at Planning Solutions Group based out of Fulton, MD. You can contact Vince at 301-543-6022 or
VFragomeni@psgplanning.com. They helped us move from a poor performing/high cost plan to lower cost better performing plan.
Hope this helps.
Ed
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Edward Stewart CPA, MBA
Controller
Genesis Security Systems, LLC
Germantown MD
(240) 499-3352
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Original Message:
Sent: 06-02-2017 09:24
From: Eric Whitman
Subject: 401K Advisor
I'm looking for recommendations of consultants that provide 401K advisory services. Specifically someone that can provide the following services:
- Investment Policy Statement Construction & Updating
- Annual Committee Meetings & Documentation
- ERISA 3(21)(A)(ii) Investment Advisor
- Annual Plan Level Benchmarking
- Investment Vehicle Recommendations
- Model Portfolio Construction & Updating
- Quarterly Investment Monitoring
- Plan Design Recommendations
- Annual Vendor Review
I would want them to be independent of any investment provider or TPA. Any recommendations would be greatly appreciated.
Thanks, Eric
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Eric Whitman CPA
Chief Accounting Officer
HBW
Rockville MD
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