Hays Financial Group supports and enhances plan sponsor activities by providing you with an expert team of professionals to help you deliver better outcomes for employees. We make certain all of your fiduciary responsibilities are executed efficiently and transparently so you can sleep at night.
Hays Financial Group offers investment services to make sure your plan is successful in terms of both participation and sponsor success. Our consultants will make sure you and your employees are informed and prepared for all of your investment needs and your fiduciary responsibilities are well taken care of.
- Investment policy statement
- Investment due diligence & review
- Investment committee education
- Fee benchmarking & analysis
- Plan design consulting
- Allocation modeling
- ERISA 3(21) and ERISA 3(38) fiduciary services
Human Resource Assistance
We deliver transparent, efficient communication in all facets of plan change, transitions, and compliance. Our team has proactive strategies to help clients prepare for any questions that may arise.
- Employee onboarding
- Employee education & communication
- Transition assistance
- Compliance testing assistance
Our job is to provide you with the detailed information so you can plan ahead and make better informed decisions. We are here to guide you through your investment plan for the future.
- Retirement readiness analysis
- Liability base lining
- Income bridging
- Payroll and health care cost analysis
- Pension de-risking