We work with small- to mid-sized companies by serving as investment managers and fiduciaries to their retirement plans. We develop a menu of investment options and build globally diversified portfolios for participants to consider. The service model we have developed is designed to help participants take emotions like fear and greed out of the long-term retirement planning process.

Besides helping plan sponsors improve their plans’ investment options, Buckingham:

• Shoulders the fiduciary responsibility with regards to the investment options
• Develops customized employee education programs
• Helps plan sponsors review plan features to ensure they are the most appropriate features for participants
   

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