Retirement Plan Consulting

Entasis operates as a fiduciary to retirement plans. We are capable of acting as an ERISA section 3(21) investment advisor or a 3(38) investment manager.

3(21) Investment Advisor

Entasis would operate as a co-fiduciary to the plan. In that role we would monitor plan investments and recommend changes as appropriate.

3(38) Investment Manager

Entasis would operate as a fiduciary to the plan. In that capacity we would monitor plan investments and assume discretion for the selection and replacement of investments as our due diligence dictates.

Our list of retirement plan consulting services includes:

  • Investment Policy Development
  • Investment Menu Design
  • Investment Monitoring
  • Quarterly Reviews
  • Fiduciary Oversight of Investments
  • Total Plan Fee Analysis
  • Service Provider Search Assistance
  • Annual Plan Benchmarking
  • Risk-based GenerationTech Portfolio Models for Participants
  • Optional Participant Investment Planning Services

If you would like to learn more about our Retirement Plan Consulting business, please contact us. We will be happy to review our capabilities and would be interested to learn more about your retirement plan.