Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain and document investment due diligence procedures.

We have years of experience in helping plan sponsors and participants manage the investment aspects of their retirement plans.

The Centurion Group works directly with retirement plan committees to develop and maintain a plan investment strategy, which we help document in an Investment Policy Statement. We benchmark a client’s current investment offerings against applicable indices, their existing provider's complete menu and the broader universe of investment options. This process is a key element in ensuring that a plan's investments are diversified, well managed, and meet the stated objectives of the Investment Policy Statement. Performing investment due diligence on a regular basis is essential to meeting Department of Labor guidelines and minimizing exposure to fiduciary liability.