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Services for Institutions
You’re focused on your employees’ well-being.
We offer high-touch service, results-based participant education, and unbiased advice – all honed through decades of experience for qualified and non-qualified plans.
Group Retirement Plans
Moneta goes further for you – and your participants. We offer high-touch service, results-based participant education, and unbiased advisory services – all honed through decades of experience for qualified and non-qualified plans.
We measure success through our ability to help you and your participants succeed, and these efforts are supported by a dedicated group of retirement plan specialists who are passionate about making an impact on people’s retirement.
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Comprehensive Education
Lead participants to better retirement outcomes through comprehensive participant education programs, including program development, group and one-on-one meetings, communications management, and retirement readiness counseling.
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Unbiased Guidance
Give participants access to high-level, impartial financial support typically only available to high net worth families.
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Fiduciary Support
Meet the client’s fiduciary obligations with the protection of a 3(38) discretionary investment management platform and provide fiduciary governance consulting to help guide plan sponsors in their decision making process, documentation and other fiduciary responsibilities.
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Selection
Offer participants all-institutional investment line-ups, including target-risk and target-date funds, as well index funds and collective trusts to help reduce costs.
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Savings
Our financial advisors help manage expenses for vendor services and provide fee benchmarking and fee analysis.
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Customization
Custom-design plans to meet the unique objectives of all plan participants, including the unique challenges that face owners and senior leaders.
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LET US FOCUS ON THE COMPLEXITIES
We’re committed to keeping your organization protected and your participants on track.
Foundations and Endowments
Institutional Consulting
Moneta provides high-touch service, open architecture, and unbiased, conflict-free financial advice for your institution’s needs. We work with managing committees to apply a rigorous and time-tested investment process and philosophy to help your organization meet its goals. As your fiduciary, we work with you collaboratively to:
- Develop a formal, written due diligence process and prepare quarterly reports documenting this process.
- Assist with the documentation and maintenance of the committee’s investment policy statements and objectives for each fund.
- Monitor existing investments and make recommendations for changes, as necessary and appropriate.
- Educate on investment strategy and best practices, as needed.
- Act as your advocate with third-party vendor relationships.