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

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Donald H. Lennard

Senior Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Mike R. Marsh, CFA

Consultant and Manager of Research

Adam J. Strumpf

Senior Consultant

Peg Vanwagoner

Senior Consultant

Thomas C. Woolwine

Vice Chairman

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