Institutional Services

Valuable Insight, Steadily Delivered

Our Institutional Services Group serves as investment consultant for more than 160 retirement plans, foundations, and endowments, overseeing billions of dollars in institutional assets. We specialize in providing clients with plan design assistance, competitive plan cost structures, solid long-term net performance, independent participant education, and fiduciary compliance.

Our President and the group's founder, Edward Schwartz, is currently serving in his second appointment at the Department of Labor on the ERISA Advisory Council. Ed was first appointed in 2006 by the U.S. Secretary of Labor, Elaine Chao, and most recently in 2021 by U.S. Secretary of Labor, Eugene Scalia.

Our commitment to our clients is centered upon developing and optimizing a process for plan sponsor committees. This includes a systematic approach to fiduciary review meetings. As an independent consultant, we work with many different plan providers and recordkeepers. Our independence places us on the same side of the table as our clients, as we strive to improve retirement outcomes for each and every plan participant.