Vrede Consulting

  • Consulting
830 N. Water St. #306
Sheboygan, WI 53081
(920) 331-1596
Hours:
8am to 5pm

About Us

Specialize in helping those who sponsor retirement plans, such as a 401(k) plan, with the following independent services and special projects using PlanToolsTM;
-
* Conduct a periodic review of the read more
  • About

    Specialize in helping those who sponsor retirement plans, such as a 401(k) plan, with the following independent services and special projects using PlanToolsTM;
    -
    * Conduct a periodic review of the selected plan investment menu by providing (2nd Opinion) monitoring with a Quarterly Monitoring Report (''QMR'') according to the standards and criteria established by the investment committee or stated in the plans investment policy (''IPS'')
    * By request complete a fund search report based the plan administrators or committee established standards and criteria for fund menu selection.
    * Assist the employer with creating a plan record retention ''lock box'' and retention policy.
    * Monitor provider fees and services for reasonableness utilizing a comprehensive written checklist for each covered service provider and fee bench-marking system as part of the Expense Performance Analysis Report (''EPA'').
    * Document a plan committee's understanding of plan expenses, investment performance and

  • Highlights

  • Whom to Contact

    • Robert Vandevrede
      Consulting
      Phone: (920) 331-1596
      Cell Phone: 920 331-1596

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