Defined Contribution

We help trustees understand industry best practices for building a competitive plan.

 

The DeMarche approach to defined contribution services is comprehensive, drawing on our many years of experience evaluating markets, investment managers and defined contribution plan providers. The result is a program that meets the needs of plan participants and helps plan sponsors meet their fiduciary responsibilities.

Services include:

  • Investment Policy Development/Review
  • Performance Review/DC Analytics
  • Plan Design/Menu Review
  • Fee Analysis
  • Investment fund Analysis
  • Provider Search
  • Recordkeeper Search
  • Industry Trend Analysis

 

Institutional Investment Management Focus Team |  Defined Contribution

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.