Advisor to Insurance Company Investment Portfolios
Advisor to Corporate Retirement Saving Plans
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Advisor to Corporate Retirement Savings Plans
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities.
Albert Heeg Investment Management fulfills those actions and responsibilities. We work closely with the Retirement Management Committee as a fiduciary, finding the right plan provider, selecting the highest performing funds and monitoring the retirement plan performance. We are also actively involved in plan participant education, giving them the information for a comfortable retirement. We understand the requirements of the Employee Retirement Income Security Act (ERISA).
As part of our fiduciary role we act solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them. Furthermore, we:
| 1. | Develop and maintain the Investment Policy Statement.
| | 2. | Establish asset allocation with diverse risk/return profiles.
| | 3. | Prudently select investment options.
| | 4. | Monitor investment performance and administrative expense.
| | 5. | Avoid prohibited transactions and conflicts of interest.
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