Defined Contribution

Clearbrook has the expertise to guide you through all phases of the Defined Contribution Plan management process.
Our firm takes a fiduciary role in the structuring of client investment programs, and we leverage over 30 years of experience when managing every facet of plan design and implementation. Clearbrook believes that a majority of Defined Contribution plan participants need a managed approach to their plans. We offer plan sponsors consistent education and communication to help fulfill their fiduciary duties. Furthermore, we offer strategies and techniques that aid our clients in achieving their objectives, such as the utilization of Target Date Funds.

Clearbrook provides full-service consulting for defined contribution investment programs including:

  • Identifying current marketplace trends
  • Target date/lifecycle fund selection and evaluation
  • Glide path design
  • Review of mutual fund, commingled fund, and separate account alternatives
  • Solutions that incorporate active and passive management
  • Evaluating and benchmarking plan expenses
  • Vendor review and searches