We deliver the most effective retirement plans possible for organizations in the best interest of their employees’ financial health.
GROUNDED IN SERVICE
The retirement savings industry has grown conflicted, opaque, and overly complicated. We hear you. We experienced it ourselves. In response, we built Marcado on three guiding principles that drive our daily decisions:
Simplicity
in cost, design, and communication.
Advocacy
for you.
Care
for your people.
STRUCTURED FOR YOUR SUCCESS
We focus on understanding the culture of your organization, your committee, and your benefits program so we can most effectively structure your service experience for success. Marcado’s comprehensive retirement plan consulting encompasses:
PLAN DESIGN
Plan data analysis and industry benchmarking
Design advice and continuous improvement adjustments
Communication and education strategy implementation
VENDOR MANAGEMENT
Selection and monitoring of service providers
Fee and service benchmarking
Contract negotiations, advocating on behalf of plan sponsor
INVESTMENTS
Investment policy statement development and monitoring
Investment menu design, selection, and monitoring
Default investment selection and monitoring
FINANCIAL HEALTH
Targeted initiatives through plan design
Tailored employee group education
One-on-one participant meetings, on request
ADMINISTRATION
Documentation and fiduciary file support
Best practices implementation, including fiduciary training
Participant notice and responding to participant request procedures
