Retirement Plans

Ulrich is independent. We’re not affiliated with any investment manager, custodian, or brokerage firm. We offer what trustees need: an ally, free from potential conflicts of interest; deep institutional resources through our partners; and a reputation for integrity and unparalleled client service.

We know retirement plans, and how to advise them so they are effectively managed. Plan sponsor fiduciaries and their plan participants require performance, transparency, and fee control. The need for these has never been greater — or more challenging. New rules and regulations require fiduciaries to evaluate all parts of their plan, including custody, recordkeeping, administration, investment management, and reporting — all to ensure that plans are in full regulatory compliance. We understand what it takes to manage ERISA-qualified plans (defined-benefit and defined contribution/401(k)), as well as non-qualified deferred compensation and individual retirement plans.

We have considerable experience dealing with the unique needs of Taft-Hartley benefit plans. We provide guidance to plan trustees to ensure that appropriate fiduciary standards are established and followed. We work closely with other service providers to ensure that all facets of the plan are working in the most efficient manner possible.

Ulrich follows a best-practices approach. We’ve been providing our clients with complete fee transparency since our inception. This approach drives our service model and helps fiduciaries navigate through an otherwise confusing and time-consuming experience. We serve as fiduciaries in both non-discretionary and discretionary capacities.

We deliver high-quality, practical solutions, including:

  • Fiduciary Advisory
  • Outsourced CIO
  • Spending Policy Analysis and Development
  • Investment Policy Development
  • Asset Allocation
  • Investment Manager – Due Diligence and Selection
  • Ongoing Monitoring
  • Comprehensive Performance Reporting including Fee Benchmarking

Ulrich also assists in vendor selection via the Request For Proposal process, and in education and training for plan trustees as participants.