Creating Ongoing Successful Retirement Plan Experiences for Employers and Employees.

Asset Advisors of America is a group of dedicated specialists focused solely on delivering retirement plan consulting services. Since its inception, we have become a premier independent 401(k) consulting firm, serving over 70 clients of all sizes and industries.

From investment analysis and due diligence to employee communications and vendor fee benchmarking, our process-driven solutions help protect employers from
corporate and personal financial liability, while increasing investment opportunities and improving overall plan value.

Maximize Plan Efficiency

Every plan sponsor has unique goals and objectives. As your dedicated consultant, Asset Advisors of America will create an ongoing service plan specific to your needs.

The service cycle begins with a thorough review of your plan to ensure total plan costs are relevant to the services being received. On an ongoing basis, your relationship manager will examine your plan design with ideas to improve participation and operational efficiency.

  • Vendor Benchmarking Analysis
  • Provider contract review
  • Provider pricing re-negotiation
  • Plan conversion guidance
  • Plan design analysis and Plan Review
  • Compliance checklist

Protect Against Loss

Asset Advisors of America helps navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements.

Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing
documentation and review.

  • Investment Policy Statement
  • Fiduciary Investment Review
  • Scorecard fund ranking
  • Quarterly Market Summary
  • 404(a) / 404(c) guidance

Increase Participation and Diversification Through Asset Advisors of America’s comprehensive communication services, you can increase participation, satisfaction, and understanding of asset allocation and risk tolerance. This also helps plan sponsors to meet 404(c) requirements to provide adequate education about investing in the company’s 401(k) plan.

  • Custom investment advice
  • On-site enrollment meetings
  • Investment education meetings
  • Monthly client newsletters
  • Sample employee memos
  • Bi-lingual representatives on staff

“Under Promise, Over Deliver”

Upon being hired, Asset Advisors of America will provide a written promise detailing the specific services provided, and the corresponding frequency. This way clients can periodically compare the written “promise” with the actual “delivery” of those services.

We have developed meaningful relationships with a wide variety of clientele over the years and provided dedicated services to plan sponsors nationwide. We are proud of our commitment to excellence and will work hard to develop a strong and lasting partnership.

 

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