Consulting Services Process

BENSERVCO, Inc. is an independent firm of benefit consultants and Raymond James Financial advisors who can work with virtually any investment product, administration or record keepers.

Analyze Existing Plan

• Plan type and design

• Fees

• Employee Communication Effectiveness

• Existing Fiduciary Weakness

Review or Create Investment Policy Statement

• Accuracy

• Completeness

• Update Investment Information

Review Investment Managers or Funds

• Select most appropriate Investment Managers

• Peer Comparisons

Communicate Investments

• Risk Profile for individuals

• Diversify investment portfolio

• Set Benchmarks

Monitor Funds & Progress

• Monitor funds for performance using Benchmarks

• Review Investments/Money Manager Performance

Adjust Portfolios

• Continually monitor portfolio for individuals

• Continually monitor asset offering of Plan

Click on the links below for individual plan information...