More than half of Rocaton's clients utilize our defined contribution plan consulting services.  We currently advise approximately $160 billion in defined contribution assets, with participant populations ranging from less than 1,000 to over 100,000.  We partner with our clients in developing an appropriate menu of investment options and in the implementation and monitoring of the options. We work closely with our clients to develop investment programs that offer participants the ability to access or construct well-diversified portfolios at various levels of expected risk and return.

 

We also help plan sponsors fulfill their fiduciary responsibilities by helping to implement programs and policies designed to improve participation rates, reduce expenses and optimize the mix of investment options for participants.  In addition, we tailor client education programs to address the unique needs of each committee.