Defined Contribution

Monroe Vos is regarded as one of the premier defined contribution consulting practices in the United States.  We currently service more than 25 retirement plans with total assets over $2 billion. We have pioneered numerous value-added practices in the defined contribution industry.

The combination of our consulting experience and research efforts allows us to deliver proactive strategic consulting and leadership in areas such as:

  • Target date fund selection and evaluation;
  • Custom target date fund creation;
  • Glide path design;
  • Use of non-traditional investment products;
  • Income solution products;
  • Solutions that incorporate active and passive management; and,
  • Fee transparency.
  • Fee benchmarking.

Our Plan Admnistrator Search process is one of the most robust in the industry. We apply our extensive practical and hands-on experience to manage the process of converting your plan to a newly selected plan administrator.  Through our organized methods, we deal proactively with conversion issues to avoid any negative impacts on the conversion timetable.

Please take a moment to view the following video: