Service Schedule

Valenta Capital Management creates an annual Service Schedule that is unique to each company and their plan. From the get-go, we map out every meeting we will conduct with your company on both a plan-level and participant-level basis. We hold the following meetings annually to ensure that your plan is healthy and that your employees are well taken care of:

• Fiduciary Investment Review
• Plan Design Review
• Fee Benchmarking Review
• Employee Education Service Review
• Employee Account Review
• Employee Financial Wellness