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Investment Advisory Services

For a competitive and comprehensive retirement plan review, call USI Kibble & Prentice. We have a team of knowledgeable and highly skilled professionals with specialized expertise in plan design, administration, employee communications and investments.

INDEPENDENT AND OBJECTIVE CONSULTING

As an independent investment advisor and plan co-fiduciary, USI Kibble & Prentice provides objective advice on how to structure a retirement plan that best meets your needs, goals and cost parameters. Our consultative process helps you select from a broad universe of investment vehicles and administrative solutions. We disclose all fees and commissions involved, so you can make informed decisions based on the costs and benefits.

INDEPENDENT THIRD PARTY CO-FIDUCIARY SERVICES

The Employment Retirement Income Security Act (ERISA) charges plan fiduciaries with prudent management of retirement plan investments. As a co-fiduciary, USI Kibble & Prentice can help plan sponsors and trustees meet those standards. Our co-fiduciary process includes drafting of an Investment Policy Statement, codifying the standards by which the plan will be managed, ongoing reviewing of investment performance, evaluating administration and investment fees, and assisting with the design and delivery of employee communications.

Regulations such as the Pension Protection Act of 2006 and innovations such as Target Date retirement funds can have widespread impact on your plan and participants. USI Kibble & Prentice will help you make educated, rational decisions in response to these changes.

MAXIMUM FLEXIBILITY IN PLAN ADMINISTRATION

USI Kibble & Prentice will help you select service providers in the key areas of administration, investments and employee communications. We can also deliver a full-service bundled solution, utilizing our in-house administration capabilities and providing recommendations and ongoing due diligence on investment options that creates an orderly process to guide you through the maze of product choices and regulatory requirements.

RIGOROUS INVESTMENT SELECTION AND MONITORING PROCESS

Our in-house analysts maintain ongoing review of more than 6000 no-load, no-transaction fee mutual funds. Using objective criteria, we screen these funds to a short list of approximately 780 recommended selections, grouped by asset class. We also construct a range of model portfolios appropriate for investors with different needs, goals and tolerance levels for risk.

Our mutual fund screening procedure makes the selection process easier for both plan sponsors and participants. Where maximum choice is desired, we can offer the full menu of funds, plus a brokerage window permitting participants to buy and sell individual securities. Our goal is to maximize investment earnings while minimizing risks and expense.

EFFECTIVE EMPLOYEE COMMUNICATIONS AND INVESTMENT ADVICE

USI Kibble & Prentice works to raise your employees' awareness and heighten their appreciation of their plan's options. We provide hardcopy and web-based materials designed to boost enrollment. We educate participants in group meetings on the fundamentals of retirement investing, emphasizing the principles of diversification as a guide to making prudent investment selections. One-on-one advice sessions are also provided for more personalized assistance.


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