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401(k) / 403(b) Investment Design
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LCG has been working with 401(k) plans since the early 1980s. We assist clients with the construction, implementation, and on-going monitoring of their defined contribution ("DC") plan. Being an independent firm, we have the experience to help your organization provide a competitive, effective 401(k) plan. As fiduciary obligations continue to evolve, our partnership provides you with the tools and resources to facilitate a comprehensive strategy.
 
LCG's DC plan services may include:
  • Assisting with implementation of Fiduciary best practices and process documentation
  • Supporting the development and monitoring of the Investment Policy Statement
  • Conducting trustee / custodian, record keeper, and investment manager searches
  • Designing and implementing the most efficient investment structure
  • Researching and recommending investment options (traditional and alternative asset classes)
  • Evaluating and monitoring performance against appropriate benchmarks
  • Comparing plan fees and benchmarking (administrative and investment)
  • Educating the Investment Committee