• • Guidance developing a plan that meets your organization’s goals

• Periodic review to help determine if changes are warranted

• • Initial and ongoing fee and/or interest rate negotiations

• Systematic review and analysis of record keeper, administration, fund and advisor fees

• • Dedicated in-house conversion team coordinates all aspects of plan conversion process including customized participant communications, transition timeline development, participant education meetings, and document review assistance

• Post-conversion platform review to ensure accuracy of mapping, fees, funds and crediting rates

• • Dedicated relationship manager

• In-house support team to assist both plan sponsors and participants with any questions or service needs

• • Comprehensive platform, fee and capabilities analysis for incumbent and alternative providers

• Platform fee negotiations with a goal to obtain below market pricing and above market rate Stable Value solutions

• • Qualitative and quantitative investment reviews conducted by a team of analysts led by our CIO, an experienced 5-star fund manager*

• Create and monitor investment policy statements

*Under Cristopher Borden’s management, the Bishop Street Hawaii Municipal Bond Fund maintained a 4 and 5 star Morningstar rating during his tenure.

• • Guidance in developing and maintaining a compliant plan that meets the goals and objectives of your organization

• Periodic review of your plan to determine if plan changes are warranted based on state and federal requirements

• • Personal compliance services to help support our clients

• On-line portal housing key documents (e.g. investment reviews, plan documents, testing results, employee communications, etc.)