Asset management
(via affiliate)

Fulfill your plan sponsor fiduciary responsibilities.

Our familiarity with retirement plan regulations allows us to serve as your trusted advisors.

The familiarity of AGH Wealth Management advisors with retirement plan regulations means our consultants are not just "stock pickers", but trusted advisors who can help you and your organization identify and implement the investment mix and educational offerings that meet your needs, regulatory requirements and business goals.

See how our asset management service could help your organization.
Contact us to learn more.

Asset management (via affiliate)

Consider who benefits

Organizations seeking closer integration of their retirement plan recordkeeping, education and asset management functions

Organizations concerned about helping mitigate the liability associated with the fiduciary responsibility of plan sponsorship

Organizations that are unsatisfied with or uncertain of the level of competitiveness of their retirement plan asset management fees

Organizations whose participants are not receiving high quality and regular educational sessions to help them make informed investment decisions about their retirement plan funds

Consider the benefits

Combines asset management with a strong employee education component for launch meetings and periodic scheduled group and/or individual education meetings

Provides a broad range of fund options, not limited to specific fund families as with some asset managers

Initial and ongoing rigorous evaluation to monitor fund performance and make adjustments as needed based on investment policies and plan document

Thorough understanding of ERISA and DOL regulatory requirements for plan sponsors

Transparent, competitive and clearly spelled-out fee structure

Flexibility and convenience of standalone asset management combined with your retirement plan recordkeeper, or delivery of both asset management and recordkeeping

Convenience of one-call access to more extensive financial-planning expertise for business owners and executives through our Certified Financial Planners™

How AGH's asset management can help your organization

AGH's affiliate AGH Wealth Management is keenly aware of the specific requirements a plan sponsor must follow, as well as the associated fiduciary responsibility.

AGH Wealth Management's consultants follow a specific process designed to help tailor an asset management strategy for your plan. After an initial consultation and fact-finding to learn about your current plan structure, review of your summary plan document and understanding of your organizational goals, the team develops an asset management recommendation. Once the asset management is underway, the AGH Wealth Management team then helps roll out the new investment options to your employees, delivers employee education on a periodic schedule and meets with you at least annually to review fund performance against market benchmarks and the organization's goals.

Learn how AGH can help with your asset management. Click to get started.

Brad Bechtel

Senior Vice President , Employee Benefit Services

Brad Bechtel leads AGH’s employee benefit services (EBS) division, which serves clients nationwide. EBS is one of the region's largest providers of retirement plan recordkeeping services for daily valuation plans. The division provides consulting services to clients on employee benefit plans, including plan design, implementation, operation, fiduciary due diligence, compliance, and through affiliate AGH Wealth Management, discretionary and non-discretionary investment fiduciary services, investment advisory services and employee education.

Bechtel is experienced in executive compensation, including non-qualified, phantom stock, top hat and excess benefit plans, as well as other deferred compensation approaches. He has consulted for numerous Fortune 500 corporations on investment management and fiduciary due diligence. He also provides search and selection due diligence consulting services for companies seeking new investment and recordkeeping providers for their qualified plans. Bechtel is a registered investment advisor who holds Series 7, 24 and 66 FINRA registrations, and he is a member of the American Society of Pension Professionals & Actuaries.