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Defined Contribution Consulting
Investment Analysis & Monitoring
Cowden Advisers provides plan sponsors independent and unbiased reviews of investment performance, as we are not affiliated with any investment managers or brokerage firms. We evaluate plan guidelines and goals to ensure that investment choices are appropriate and will meet the sponsor’s objectives for 401(k), 403(b), 457 and similar plans. Ongoing analysis will monitor risk and performance helping the sponsor add value to investment results.
Our recommendations will ensure that the investment options presented cover the spectrum of necessary offerings to comply with 404(c) regulations, and also meet employee goals. We measure the investments’ performance versus appropriate benchmarks and relative peers each quarter, using comprehensive, concise and understandable reports.
Our analyses are consistent with the written IPS and based on detailed research which will be documented and explained.