The ACEC Retirement Trust offers comprehensive services in the following key areas:

Plan Management—As a plan sponsor, you have a fiduciary responsibility to manage your plans wisely. To best meet your event driven design, modeling and forecasting needs, our experienced team of advisors offer the following specialized products and services:

• Strategic plan design
• Investment policy development and monitoring
• Asset allocation strategies
• Investment guidance and ongoing review

Mergers & Acquisitions—Mergers and acquisitions add a layer of complexity to an already challenging job. Our M&A services provide you with the tools and expertise you need to achieve a seamless transition while meeting your deadlines and fiduciary responsibilities. Services include:

• Pre-merger analysis
• Plan design
• Strategic communications
• Transition process
• Post-merger follow-up

Investments—We believe:

• An investment strategy must consider a plan’s or an individual's distinct risk preferences, time line and expectations.
• Asset diversification provides the best opportunity for managing investment risk.
• No single investment manager is “best-in-class” consistently.
• Active management helps increase the likelihood of better performance.
• Rigorous, ongoing risk-adjusted performance measures support sound decision-making.

Compliance—Our provider will work with you to meet the ongoing regulatory and compliance needs associated with qualified and non-qualified plans. Services in this area include:

• Compliance Testing
• Drafting and Maintenance of Plan Documents and Summary Plan Descriptions
• Government Filings