Institutional Consulting

February 14, 2018

Moneta Institutional Named to 2018 PLANADVISER Top 100 Retirement Plan Advisers

Clayton, MO, February 14 – Moneta Institutional is pleased to announce it has been named as one of the 2018…

November 1, 2017

Moneta Named to NAPA’s 2017 Top DC Advisor List

ST. LOUIS—November 2, 2017—Moneta Group Investment Advisors is pleased to announce they have been named to the National Association of…

February 23, 2017

Moneta Institutional Consulting Named to PlanAdviser’s 2017 Top 100 Retirement Plan Advisers List

ST. LOUIS—February 24, 2017—Moneta Group Institutional Consulting is pleased to announce they have been named as one of the 2017…

May 20, 2016

Governance Best Practices for 401k Plan Sponsors

OVERVIEW Over the past 20 years, defined contribution retirement plans have evolved quickly, both structurally and legally. Corporate governance structures…

April 14, 2016

Moneta Group Weighs in on Department of Labor’s Fiduciary Rule

ST. LOUIS—April 14, 2016—Moneta Group, one of the Midwest’s largest independent providers of service and advice to qualified retirement plans, has…

October 29, 2015

Avoid these Common Due Diligence Shortfalls

Tort lawyers are feasting on retirement plan fiduciaries for common due diligence shortfalls. Yes, that’s a blatantly alarmist opener. However,…

October 22, 2015

Building Business Succession Plans

Have you noticed lately that your investment advisor is getting a little more gray hair?  Or that your insurance agent…

September 29, 2015

PlanAdviser’s 2015 Top 100 Retirement Plan Advisers

This year, Moneta was named one of the Top 100 Retirement Plan Advisers by PlanSponsor Magazine. This Q&A profile gives further…

March 27, 2015

What Sets Moneta Institutional Apart [VIDEO]

Moneta Institutional Consulting is a growing part of Moneta Group’s unique set of financial services. Our Institutional Consultants work diligently…

March 24, 2015

Building a Comprehensive Investment Policy

For our clients and friends who are involved as committee members and/or trustees in charitable foundations, endowments and other institutional…