Marcado's goal is simple: to do our part in helping fix the retirement savings industry, so that sponsors and participants know how much they're paying and what they're getting. In order to do this, we manage the entire retirement plan for our clients, helping business owners and executives ask the right questions and find solutions:
Does the retirement plan lack the appropriate level of attention and care?
Alternatively, has navigating investment complexity and fiduciary responsibilities become too much of a headache?
Are proper risk management procedures in place given the evolving regulatory environment?
Have employer funds been allocated and invested in the most responsible and efficient manner?
Have tax liability deferrals and other strategies been exhausted?
We simplify our clients' lives by worrying about the details for you.
By avoiding distractions and filtering through the noise, Marcado is able to focus on our clients in order to deliver the information and results that actually matter.
Investment policy statement development and monitoring
Investment menu design, selection, and monitoring
Default investment selection and monitoring
Plan Administration and Governance
Documentation and fiduciary file support
Best practices implementation, including fiduciary training
Participant notice and responding to participant request procedures
Selection and monitoring of service providers
Fee and service benchmarking
Advocating on behalf of plan sponsors
Targeted initiatives through plan design
Employee group education
Individual meetings, on request