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
Donald H. Lennard

Senior Consultant
Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer
Mike R. Marsh, CFA

Senior Consultant
Adam J. Strumpf, CAIA

Senior Consultant, Chief Compliance Officer, Manager of Investment Research
Peg VanWagoner

Senior Consultant

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

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