More than half of Rocaton's clients utilize our defined contribution consulting services.  Our comprehensive suite of defined contribution investment consulting services includes:

 

  • Investment structure design
  • Evaluation and recommendation of investment managers and funds
  • Analysis of investment fees and expenses
  • Assistance with the development of an Investment Policy Statement
  • Quarterly performance reporting
  • Ongoing investment program and manager/fund monitoring
  • Research on emerging trends impacting defined contribution plans
  • Input on investment-related participant communications
  • Ongoing dialogue with our consulting and research professionals