Retirement Plans

Ulrich is independent and is 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.

Effectively managing retirement plans is among the 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 — all to ensure that plans are in full regulatory 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 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 an otherwise confusing and time-consuming experience. We can serve as fiduciaries in both a non-discretionary or discretionary capacity.

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.