Qualified Plan Consulting

Oxford Planning Group, LLC provides fiduciary and risk management services to employers with company retirement plans (qualified retirement/401(k)). We work with plan trustees and fiduciaries to:

  • Design and establish a prudent fiduciary due diligence process
  • Record the fiduciary roles of trustees and investment advisers
  • Design an Investment Policy Statement for your plan
  • Deliver ongoing employee education
  • Provide due diligence on existing vendors
  • Monitor your vendors’ fees and services
  • Monitor plan investments
  • Analyze your fund lineup and recommend changes if needed
  • Review diversification of the plan assets
  • Analyze fees being assessed to the plan
  • Serve as an investment fiduciary to your plan
  • Conduct semiannual plan reviews with your investment committee
We are committed to the best interest of our clients.  Shaun Eddy carries both the Certified Financial Planner Practitioner (CFP®) and Accredited Investment Fiduciary (AIF®) designations.  Both of these designations carry a code of ethics that includes a commitment to fiduciary standards.  Our fiduciary process is developed and based on industry best practices  
 
As an owner of a company or as a member of a 401k committee you are exposed to potential liabilities associated with these fiduciary responsibilities.  While you can never fully remove these liabilities, you can mitigate many of these risks by hiring competent professionals that accept their role as a plan fiduciary.  At Oxford Planning Group, we provide a well-documented process that documents all actions taken on behalf of plan trustees and their employees.

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10713 B Birmingham Way
Woodstock, MD  21163
Phone: 410-995-8711
shaun@oxfordplanning.com

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