Investment Consulting

Kraematon wants to ensure Retirement Plans are working for Participants, just as hard as they work for their employer.

We provide a number of services that keep a Plan in good working order, including:

  • Formal investment reviews
  • Monitoring of Plan investments with appropriate recommendations
  • Easy-to-read investment performance sheet for Participants
  • Written Investment Policy Statement
  • Drafting of meeting minutes
  • Regular meetings with Investment Committee