Defined Contribution

Comprehensive Approach to Defined Contribution Retirement Plans
Ellwood helps fiduciaries structure competitive retirement plans. Our first client was a Defined Contribution plan. After more than 30 years, they remain a client today.

A thorough approach to Defined Contribution
Our goal is to assist our clients to ensure participants have the ability to meet their retirement income needs. We work with 401(k), 403(b), and 457 plans.

We achieve this goal through:

  • Plan design
  • Streamlined investment lineup
  • Best-in-class investment managers
  • Vendor review and management
  • Competitive plan fees
  • Fee benchmarking
  • Documented and disciplined procedures
  • Fiduciary training
  • Participant education and advice tools
  • Participant behavior analysis
  • Regulatory updates
  • Overall plan benchmarking

Our philosophy to meeting your needs

Our philosophy for Defined Contribution investment consulting is centered on finding options and approaches that best fit your plan. In order to make the best recommendations we:

  • Design unique investment menus
  • Tier investment menus
  • Manage solutions for:
    • Target date funds
    • Managed accounts
  • Maintain a long-term focus
  • Focus on mitigating downside risk
  • Value consistency of relative returns after fees
  • Use strict criteria to select and review investment managers
  • Offer active and passive options

Looking for general information about our services? Contact us.