Karam Financial Group assists you in helping optimize your investment in your qualified retirement program.  We work with you to create an effective plan document, fiduciary management process, employee education plan and effectively monitor investment options.

Plan Review and Vendor Selection

We provide a complete review of your plan:
design, investment, participation, fiduciary management and administrative capabilities.

Once our review is complete we help develop an RFP to match your needs to the right vendor.  We analyze vendor responses, provide recommendations and implement the plan selected.

Monitoring of Plan Investments

We conduct ongoing monitoring of your investment selections to ensure that they adhere to the standards outlined in your investment policy statement.  This analysis is presented to your plan's investment committee so you are away of the results.

Plan Participation and Education

We assist you in implementing strategies that help your employees pursue their financial goals.  We measure the results through plan participation, deferral rates and employee asset allocation strategies.  We then benchmark those results for your review.