Defined Contribution Plans

Since inception, Robert Harrell Incorporated has worked with various types of defined contribution plans including profit sharing and 401(k). Over that time, RHI has recognized the importance of recordkeeper selection in designing an appropriate plan that not only enhances participation but also provides the maximum amount of fiduciary insulation for plan sponsors.

Services provided to Defined Contribution Plans:

  • Investment Policy Design and Review
  • Plan Option Analysis
  • Four-Factor Manager Evaluation System
  • Diversification and Sub-Sector Weighting
  • Quarterly Monitoring and Review
  • Objective Measurement of Risk-Adjusted Performance
  • Plan Investment Options Cost Evaluation
  • Evaluation and Selection of:
    • Domestic Investment Management Organizations
    • International Investment Management Organizations