Plan Design and Monitoring
- We create a broadly diversified selection of low-cost, transparent mutual funds.
- Our Portfolio Management Team monitors and maintains fund selection.
- Friedenthal Financial serves as Fiduciary (alongside Plan Trustee) under ERISA Section 3(21).
- A Comprehensive Investment Policy Statement is prepared for you.
- We perform due diligence on TPA/Record-keepers and Custodians, to select a strong partner for us both.
- Plan fund choices are combined into selectable model portfolios based on various granular risk levels designed to achieve superior diversification and targeted risk profiles.
- Educational materials display useful statistics on each model portfolio including aggregate cost, historical relative volatility and current dividend yield.