We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.
In addition to investment design and manager selection and monitoring, we have deep experience in the implementation of 401(k) plan features that are commonly of interest to committees. These features include:
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction. This process is part of our ongoing quarterly review meetings. We proactively target topics for education, while also addressing specific committee questions regarding topics you may be evaluating as a committee prior to our engagement.
Oxford has more than 31 years of experience creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Your dedicated Oxford service team advises your Board as a co-fiduciary advisor.
Oxford serves many leading charitable organizations as a co-fiduciary advisor.
Oxford embraces fiduciary responsibility in all of our client engagements.
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction.
Our investment approach focuses on three primary areas: investment menu design, investment manager selection and monitoring and total cost benchmarking.
Oxford has substantial experience in developing Investment Policy Statements (IPS).
View Part 2 of Oxford’s current Form ADV.
2024 © Oxford Financial Group, Ltd. All Rights Reserved.