Investment Monitoring & Fiduciary Oversight
We help clients build out an investment policy statement, which allows us to monitor and evaluate investment options in either a 3(21) or 3(38) fiduciary capacity.
Cost Benchmarking & Independent Vendor Analysis
As independent advisors with no proprietary products to sell, we have the flexibility to pair you with providers that align with your goals and budget. We regularly monitor the marketplace to ensure providers continue to meet your needs at a competitive cost.
Participant Education
Evergreen knows that many plan participants want financial guidance. We offer both group and one-on-one meetings to help employees get the most out of their retirement plan.
Plan Governance & Best Practices
We hold regular committee meetings where we evaluate plan and investment performance, discuss industry trends and determine if any changes need to be made. We help you fulfill your fiduciary obligations by taking detailed meeting notes and maintaining a fiduciary file for all clients.
Compliance & Regulatory Guidance
At Evergreen, we keep an eye on regulatory changes and incorporate insights from industry experts to help our clients adapt, stay compliant, and enhance their plans as needed.