We support plan sponsors with our multi-disciplined approach of delivering Registered Investment Advisory services, acting as an Investment Fiduciary, and full plan-level consulting capabilities. We help employers reduce their exposure to fiduciary liability risk, provide clear guidance in selecting appropriate investment options, and maximize the value of the plan to employees and plan sponsors.
Our customized and objective reports are prepared by internal analysts and presented by investment consultants to committees to provide a thorough quantitative and qualitative analysis to identify best overall fund options. Based on our findings and recommendations, committees can take action to place fund managers/funds on a watch list for further review or to maintain, terminate, or replace managers/funds. We utilize three industry-leading software products to support our analysts in their ongoing investment.
Quarterly monitoring reports are provided to assist the committee with on going investment monitoring in accordance with your IPS and to document the review process.
Precept Advisory Group assists plan fiduciaries with the following:
We're committed to using technology to engage with our clients and their participants alike. We are continuing to adapt as new technology is made available. Based on our client's total rewards strategy and recognizing the unique needs of each company, the following methodology is used for plan design:
401(k) Newsletters - Fiduciary Perspective
Client Portal (Fiduciary Vault)
Precept Advisory Group is uniquely qualified to manage plans in a holistic approach. With our team members' experience and expertise on plan compliance, recordkeeping, and administration, we can manage the following ancillary projects:
Precept Advisory Group Headquarters, 130 Theory, Suite 200, Irvine, CA 92617
Precept Advisory Group, LLC, is a Division of McGriff Insurance Services, Inc. BB&T and its representatives do not offer tax advice. Consult your tax or legal professional regarding your individual circumstances.
Copyright © 2020, Precept Advisory Group. All rights reserved. Securities, Insurance and Advisory Services are: NOT A DEPOSIT • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT AGENCY • MAY GO DOWN IN VALUE
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