Our Services

Sachem Advisors' independent consulting services strive to reduce costs, maximize efficiency, reduce fiduciary liability exposure and provide a successful investment experience for our clients’ plan participants.  Our consulting services include, but are not limited to:

Vendor Search & Comparison

We see many plans that have been with the same provider for years and years, despite the fact that the number of plan participants and assets may have grown substantially. 

Fee Dissection and Benchmarking

Plan fees are being scrutinized now more than ever.  There has been a tremendous increase in litigation claiming a breach of fiduciary liability stemming from a lack of proper evaluation and disclosure of potentially excessive plan fees.

Independent Investment Analysis

It is critical for plan sponsors and fiduciaries to develop investment due diligence procedures and supporting documentation.  

Plan Design Consulting

We have experience in the many different ways that a retirement plan can be designed.  Whether the challenge is employee participation or higher contributions for executives, Sachem Advisors can help make sure the plan is designed for maximum efficiency and effectiveness.

Participant Education and Advice

It has become abundantly clear that employees today are not saving enough and are not invested appropriately. Without an increase in education and advice, most participants will most likely fall financially short at retirement.

Fiduciary Review & Education

Our experience tells us that many companies that sponsor retirement plans do not understand their fiduciary responsibilities and are therefore unaware if they are managing their plan prudently.

Investment Policy Statement Design

Our investment committee support services start with The Investment Policy Statement (IPS). The IPS provides the framework for the plan's investment selection and subsequent monitoring process.

Executive Deferred Compensation

When a qualified retirement plan is not enough or not working effectively based on company's demographics, a non-qualified plan can often times be a great solution.  Non-qualified plans can provide an additional retirement benefit to a select group of employees, generally a company's top executives.