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RETIREMENT PLAN SPONSORS
Defined Contribution Plans

PI�Resource's expertise supports the wide-ranging needs of the defined contribution plan sponsor. We are your partner from initiation to implementation. Please Contact Us regarding our services below or any other advisory needs.


EVALUATION OF FUND OFFERINGS
MANAGER EVALUATION AND SELECTION
RETIREMENT PLANNING SOFTWARE






EVALUATION OF FUND OFFERINGS
PI�Resource can analyze your current fund offerings, with particular attention to under or over-represented sectors in the total investment space. We can assist in lifestyle and lifecycle options design. PI�Resource can also evaluate current plan costs relative to industry benchmarks.

MANAGER EVALUATION AND SELECTION
PI�Resource can evaluate your current investment manager lineup, compare manager alpha and tracking error to appropriate benchmarks, and assist in the managers' potential retention or termination and replacement.

RETIREMENT PLANNING SOFTWARE
PI�Resource's web-based individual retirement planning system Retirement ConsiglioreTM is scheduled for release in the coming months.

The system will employ the same multi-scenario Monte Carlo modeling techniques used in asset / liability studies of institutional defined benefit pension plans. The system can be tailored to individual participants' 401(k) fund selection, and will bundle a sophisticated calculation engine within an easy-to-use user front-end. Separate pre-retirement and post-retirement planning modules will be available to service active as well as retired participants.