iCapital offers a full service retirement plan solution focusing on fiduciary diligence, extensive participant education, diverse investment options and full disclosure of all fees and expenses. We are committed to helping plan sponsors manage the responsibilities associated with their company-sponsored retirement plans by ensuring that services provided to their plans are effective and that costs are reasonable.
From analysis of an effective plan type and structure, to the implementation of products and services to enhance your plan, and everything in between to keep it compliant and competitive — you’ll gain confidence and efficiency with a strong team, comprehensive services and fiduciary support.
iCapital's full service retirement plan solution consists of the following:
Fiduciary Services for Trustees:
- Function as an acknowledged fiduciary adviser
- Develop and implement workflow management for fiduciary compliance
- Create a workable Investment Policy Statement
- Produce fiduciary monitoring reports, and evaluation
- Deliver an annual statement of 404(c) compliance
- Plan design
Plan Investment Services:
- Screening, evaluation, monitoring and replacement (as needed) of plan investments
- Preparation of participant investment communication, including quarterly Market & Economic Commentary
- Develop, implement and manage risk-based participant portfolios with automatic rebalancing
Participant Services:
- Group and one-on-one enrollment meetings
- Independent participant-specific advice
- Online tools with personal rate of return
- Online enrollments, loan processing and transactions
- Customized educational programs
