Broker Check

 

 
6800 College Boulevard
Suite 630 
Overland Park, KS 66211

 913.890.8767

Divider

  
12340 El Camino Real
Suite 300
San Diego, CA 92130

858.230.8440 

Our Services

Trimble Investment Group, LLC has extensive experience in the employer sponsored retirement plan industry.  Some of the services we provide:

- Plan Design Assistance- We work with plan sponsors to review various plan design features, including matching contributions, vesting schedules, Qualified Default Investment Alternative (QDIA) selection, and voluntary versus automatic enrollment processes.

- Plan Provider Consulting- Trimble Investment Group, LLC takes a comprehensive approach to evaluating your company's needs.  Once we thoroughly define your objectives we will evaluate the market, including service providers (bundled or unbundled), record keepers, third party administrators, trustees, custodians, investment companies and legal and accounting professionals, to make recommendations tailored to your company. 

- Investment Services- The investment services component is a constantly evolving practice that will create a documented process for the on-going operation of the plan.  Our services include but are not limited to:

    1.) Investment Policy Statement (IPS) preparation and review assistance
    2.) Investment Manager evaluation and recommendations
    3.) Performance monitoring and reporting
    4.) Qualified Default Investment Alternative (QDIA) evaluation and recommendation
    5.) Investment Reviews

- Investment Education- This includes the use of on-line resources as well as group and one-on-one meetings with plan participants.  Our services include but are not limited to:

    1.) Employee enrollment
    2.) Investor education
    3.) ERISA 404(c) education

- Fiduciary Support- Educational services to help plan sponsor assess a plan's compliance with ERISA requirements or assist plan sponsors in fulfilling these responsibilities. Our services include but are not limited to:

    1.) Plan benchmarking
    2.) Fiduciary education
    3.) Fee reporting and analysis
    4.) ERISA 404(c) assistance