Investment Consulting

Investment Consulting and ERISA Fiduciary

Hubbell Consulting, LLC is a Registered Investment Advisor exclusively to plan sponsors of defined contribution plans and defined benefit pension plans. We accept engagements as Investment Consultant and contractually acknowledge our fiduciary role under the Employee Retirement Income Security Act of 1974 (ERISA).

Services for defined contribution plans include:

  • Helping plan sponsors formulate retirement plan investment objectives
  • Determining  appropriate asset classes and investment managers
  • Evaluating  investment policy statement
  • Constructing investment policy statement
  • Educating  plan committee on ERISA fiduciary responsibility and liability
  • On-going quantitative and qualitative analysis of plan investments
  • Quantitative and qualitative analysis unique to Target Date Funds (“TDFs”)
  • Issuing  quarterly monitoring report of plan investment analysis
  • Advising  plan committee on plan operational changes/improvements
  • Searching for investment managers, custodians, and recordkeepers

Services for defined benefit plans also include:

  • Conducting asset allocation/liability modeling
  • Recommending portfolio strategies and investments
  • Searching for investment managers, custodians, and actuaries
  • Procuring  terminal annuities in compliance with Department of Labor’s Bulletin 95-1