Your responsibilities, supported
Plan sponsors and investment committee members are responsible for making prudent decisions, acting in participants’ best interests and following a documented process.
WPG helps bring structure, clarity and accountability to that responsibility – translating complex investment information into practical decisions for the committee.
How WPG helps
- Investment Policy Statement
- Investment-menu monitoring
- Fee and service benchmarking
- Committee guidance and documentation
“Thoughtful fiduciary oversight begins with a clear process and continues through disciplined review.”
A repeatable fiduciary process
Establish the Framework
We help develop an Investment Policy Statement that defines objectives, responsibilities and review standards.
Monitor With Discipline
Funds, target-date options, risk, performance and expenses are reviewed against documented criteria.
Document the Process
Clear reports, meeting support and written records help the committee demonstrate prudent oversight.
Strong oversight extends beyond investment performance. It includes evaluating the investment options, understanding fees, reviewing service providers and documenting why decisions were made.
- Developing and maintaining an Investment Policy Statement
- Reviewing investment performance, risk and expenses
- Monitoring funds against established criteria
- Evaluating target-date funds and default investment options
- Benchmarking plan and service-provider fees
- Supporting committee meetings, education and documentation
Clear guidance for your committee
Committee members should be able to understand the plan, the available choices and the reasoning behind each recommendation. We organize the information so decision-makers can focus on the issues that matter most.
Advisory services are offered through WPG Advisers, LLC, a registered investment adviser. The scope of fiduciary services varies by engagement and is defined in the applicable client agreement. WPG does not provide legal or tax advice.
Strengthen your fiduciary process
Schedule a retirement plan review to discuss your investment lineup, fees and committee process.