Products June 23, 2011

Portico Offers Retirement Plan Diagnostic Tool

Portico Wealth Advisors, LLC, a registered investment adviser (RIA) and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty.
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Portico’s proprietary Retirement Plan Diagnostic is a comprehensive analysis of a company’s retirement plan, touching on more than100 points that help ensure a firm is meeting its obligation to its employees. This free diagnostic includes an evaluation of the retirement plan document, the Investment Policy Statement (IPS), the quality and cost of the underlying investments, and the total fees being paid.   

For companies that are interested, Portico will also conduct a Service Experience Survey that captures feedback directly from the employees.  

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Companies interested in learning more about Portico’s complimentary Retirement Plan Diagnostic or procuring an analysis should visit http://www.porticowealth.com or contact Principal, Jonathan Leidy, at (415) 925-8700.

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