Making retirement plans better for better retirement outcomes.
Effectively managing retirement plans is among today’s most critical issues facing plan sponsor fiduciaries and their plan participants. The need for performance, transparency and fee control has never been greater. New rules and regulations require fiduciaries to evaluate all parts of their plan, including custody, recordkeeping, administration, investment management and reporting, to ensure that plans are in compliance. We understand what it takes to effectively manage ERISA-qualified plans (defined benefit and defined contribution/401(k)), as well as non-qualified deferred compensation and individual retirement plans.
Ulrich Investment Consultants has always utilized a “best practices” approach. We have been providing our clients with complete fee transparency since the firm’s inception. This approach drives our service model and helps fiduciaries navigate through a confusing and time-consuming experience. We deliver quality, practical solutions, including current plan analysis, independent investment advice, vendor selection via RFP process, customized reporting, education and training.