Plan Advisory Services

In today’s retirement climate the fiduciary responsibility of plan sponsors has never been more intense while the demand for returns has never been greater. The professionals of Axios Advisors work diligently to make sure plan sponsors are equipped with the knowledge to make informed decisions. We work with the plan sponsor to help ensure the plan is not only compliant but is practicing full fee transparency while providing sound investment advice.

In working with a member of Retirement Plan Advisory Group (RPAG) such as Axios Advisory Group ,Ltd., plan sponsors gain three keystone advantages:

  • Knowledge: Currently, RPAG represents 600 advisors and 250 firms in 45 states

    • Experience: Earned through skillful and steadfast management of more than $40 billion in collective retirement plan assets.

  • Ingenuity: Driven by highly evolved technology, systems, and services to enhance plan performance and ultimately participant outcomes.

 

 

What We Do
Why it is Important
Plan Fees and Expense Analysis
Benchmarking plan provider services and total plan fees can overwhelm even the most diligent plan sponsor. We shoulder the responsibility of a thorough market analysis, offering guidance and support throughout the process.
Vendor Analysis and Search
Through our alliance with RPAG, we maintain a database of over 50 of the largest retirement plan platforms in the country. The database contains over 350 data points balancing fees, services, and investments. We then provide a side-by-side comparison for thorough perspective. We help plan sponsors meet their fiduciary obligation to ensure competitiveness in the marketplace and supply a real documented process for choosing a new plan provider if that becomes necessary.
Investment Due Diligence
Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience. We provide independent investment analysis to assist you with this important responsibility. RPAG’s proprietary Scorecard System provides a proved process to monitor and evaluate fund managers and investment strategies. Our approach is comprehensive and independent, utilizing a well-documented process and methodology.
Fiduciary Guidance
CFOs, CEOs, Presidents and other fiduciaries have personal liability for assets in the company’s retirement plan. It is crucial that plan sponsors partner with an independent firm specializing in services that reduce exposure to fiduciary liability. Our Fiduciary Fitness Program is an independent compliance tool to measure the health of a retirement plan. Our program provides resources as a means to identify potential weaknesses in your plan and remedy through education, diligence, and process.
Education and Communication
Axios delivers proactive consulting solutions that are comprehensive, compelling, and technically proficient.

 

Loading...
Loading...
Loading...
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. NFP Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is NFP Securities, Inc. liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.