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

Periodic reviews to assess the need for adjustments based on state and federal requirements

Initial and ongoing fee negotiations to secure favorable fee and interest rates

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

Dedicated in-house conversion team managing 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 education specialist

In-house support team for plan sponsor, participant inquiries, and 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.

Personal compliance services to help support our clients