Institution Retirement Plans

Help your employees prepare with
a great retirement plan

Your employees deserve a financial adviser
who places their best interests first.

Over the past 12 years, JPS Newton has shown dedication to the corporate retirement market, helping employers create the right environment so that their employees can retire on their own terms.

Investment Fiduciary Services

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  • SELECTION, MONITORING & REPLACEMENT OF DESIGNATED INVESTMEN T ALTERNATIVES (“DIAs”): Our advisors will review with you, the Sponsor, your investment objectives, risk tolerance, and goals of the Plan and help you create an Investment Policy Statement (IPS) that contains criteria from which we will select, monitor and replace your Plan’s DIAs. Upon approval, our advisors will review the investment options available to your Plan and select your Plan’s DIAs in accordance with the criteria set forth in the IPS. On a periodic basis, our Advisors will monitor and evaluate the DIAs and replace any DIA(s) that no longer meet the IPS criteria.
  • CREATION & MAINTENANCE OF MODEL ASSET ALLOCATION PORTFOLIOS (“MODELS”): Our advisors will review with you, the Sponsor, your investment objectives, risk tolerance, and goals of the Plan and help you create an Investment Policy Statement (IPS) or other documentation that contains criteria from which our advisors will select your Plan’s Models. Our advisors will create a series of risk-based Models comprised solely among the Plan’s DIAs; and, on a periodic basis or upon reasonable request, we will reallocate and re-balance the Models in accordance with the IPS or other guidelines approved by you, the Sponsor.
  • SELECTION, MONITORING & REPLACEMENT OF QUALIFIED DEFAULT IN VESTMENT ALTERNATIVE S (“QDIA(s)”): Our advisors will review with you, the Sponsor, your investment objectives, risk tolerance and goals of the Plan and help you create an Investment Policy Statement (IPS) or other guidelines that contains criteria from which our advisors will select, monitor and replace the Plan’s QDIA(s). Once you, Sponsor, confirms your Plan’s desired QDIA.

Administrative Support

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  • Our advisors assist you, the plan sponsor, in reviewing objectives and options available through the plan
  • We review the plan committee structure and administrative policies/procedures with you
  • We recommend participant education and communication policies under ERISA 404(c)
  • We assist with the development and maintenance of your fiduciary audit file and document retention policies
  • Our advisors deliver fiduciary training and/or education to your employees periodically or upon reasonable request
  • We coordinate and assist you in reconciling participant disclosures under 404(a)(5)
  • Our team helps you develop requirements for responding to participant requests

Participant Services

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  • Our advisors facilitate group enrollment meetings
  • We coordinate employee education regarding plan investments and fees
  • Our advisors assist plan participants in understanding plan benefits, retirement readiness and impact of increasing deferrals

Investments

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  • Periodic review of investment policy in the context of plan objectives
  • Assist the plan committee with monitoring investment performance
  • Provide analysis of investment managers and model portfolios
  • Review and recommend Designated Investment Managers (DIMs) and/or third-party advice providers as necessary

Service Provider Support

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  • Our advisors assist fiduciaries with a process to select, monitor and replace service providers
  • We assist fiduciaries with the review of Covered Service Providers (CSP) disclosures under ERISA 408(b)(2) and fee benchmarking
  • Our team provides reports and/or information designed to assist fiduciaries with monitoring CSPs
  • Our advisors reviews ERISA Spending Accounts or Plan Expense Recapture Accounts (PERA)
  • We assist with preparation and review of Requests for Proposals (RFPs) and/or Information (RFI)
  • We coordinate and assist with CSP replacement and conversion

Accredited Investment Fiduciaries are dedicated to helping you provide your employees with superior retirement benefits.

Accredited Investment Fiduciary

What Makes AIF Designees Different?

Designees are required to provide documented industry and
educational experience to qualify for the designation.

Designees must complete the Accredited Investment Fiduciary® (AIF®) Training, which covers the Prudent Practices® for managing fiduciary assets for
wealth, nonprofit and retirement clients.

Designees must pass an examination to prove comprehension of the Prudent Practices® and ability to act in the best interest of clients.

Designees adhere to a Code of Ethics and Conduct Standards that show a commitment to a higher degree of industry professionalism.

Designees commit to keeping their knowledge and skills sharp by completing annual continuing education requirements.

Fees, Funds, Fiduciary Services

How does your plan compare?

One of the most important factors toward the success of an organization’s plan committee is ensuring the proper oversight of your third party providers. In other words, is everyone doing their job properly? Are you getting what you pay for?

Regularly benchmarking your plan and the services you receive is critical.

 At JPS Newton, we help you put the processes in place to make sure benchmarking happens.

Find out how we can make a difference

in your company retirement plan

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Find out how we can make a difference

in your company retirement plan

At JPS Newton, we aim to help you achieve your financial vision and tailor your financial plan to your specific needs.

Socially Responsible Investments

With an increased emphasis on social and environmental responsibility, there are more opportunities for employers to express their values throughout their organization, including their retirement plan. We can help you find suitable investment options that align with your unique company culture.

Visit Our Offices

office location
7180 SW Fir Loop
Suite 200
Tigard, OR 97223
Phone

(971) 340-4832