My Deferred Compensation Manager®

Advisory clients may engage us to manage and monitor their portfolios or investments held in selected 457 deferred compensation plans, 401(k) plans, 403(b) plans, tax sheltered annuities, individual retirement accounts (IRA’s), trust accounts, and non-retirement accounts. We offer continuous advice to the client regarding investment of the client’s assets based on the client’s individual needs. The goals and objectives of the client’s individual needs will be determined through personal discussions and we then develop an Investment Policy and manage your portfolio based on that policy.

We will create a portfolio consisting of one or all of the following: no-load mutual funds, individual equities, bonds, exchange traded funds, certificates of deposit and other investment products. Hewitt will allocate the client’s assets among various investments based on client’s investment objectives. The various investments will typically be selected on the basis of any or all of the following criteria: the investment’s performance history, the industry sector in which the fund invests the track record of the fund’s manager, the fund’s investment objectives, the fund’s management style, and the fund’s management fee structure. Portfolio weighting between funds and market sectors will be determined by each client’s individual needs and circumstances.

My Deferred Compensation Manager ® and Investment Management Services INCLUDE:

 

Portfolio Design

Risk Assessment

Cash Flow Analysis

Asset Allocation

Investment Selection

 

 

Portfolio Management

Implementation Support

Portfolio Monitoring

Portfolio Rebalancing

Liquidity Optimization

Access to Dimensional Fund Advisors (DFA) Strategies

Fixed Income

US Equity, Non US Equity

Global, Emerging Markets,Real Estate and Target Date

 

Administration Services

Account Creation

Account Consolidation

Account Transfers and Cashiering

Web-Portal Assistance

Cost Basis Management

Portfolio Reporting

Performance Reporting

Gain/Loss Accounting

Asset Allocation Analysis

Rebalancing Analysis

 

 

Other Services

Deferred Retirement Option Plan (DROP) Distribution Planning

Retirement Rollovers

Roth Conversions

Required Minimum Distributions

Online Client Portal for daily tracking and quarterly reporting

 

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