Institutional Services
MCF serves as your Chief Retirement Officer - Helping you and your organization navigate through the complex regulatory requirements of plan governance and oversight so you can be confident that your plan and employees are well-taken care of.
Defined Contribution Plans
Acting as your fiduciary partner, we serve your organization in ERISA compliance, plan design, investment consulting and employee education through the implementation of our Fiduciary Fitness Program.
Defined Benefit & Cash Balance Plan
Analyzing the risk drivers, plan cash flows and the liability gap analysis of your pension portfolio in congruency with your actuaries and plan providers, to develop a customized strategy based on your objectives and risk tolerance.
Endowments, Private Foundations & Health Trust
Maximizing investment returns through portfolio construction that is crafted around the fund’s intended purpose.
We utilize deliberate methods and unique practices to serve our clients objectively and with transparency.
3(21), 3(38) Fiduciary Investment Consulting, or OCIO Services
Culling the universe of funds to select skilled investment managers most advantageous to your portfolio or plan. Benchmarking and monitoring their progress; or managing your portfolio as a discretionary investment manager in compliance with your investment policy statement.
Plan Governance
& Design
MCF serves as your Chief Retirement Officer to assist you in designing a retirement plan that achieves your organizations goals and meets your Fiduciary obligations under the DOL and ERISA.
Portfolio & Liability Management
Liability Driven Investment consulting services. Identifying the drivers of risk within your asset pool in order to mitigate financial risk to your organization and optimize your investment portfolio in matching your Plan’s liabilities.
Participant Education
& Outcomes
Helping your employees achieve a meaningful retirement is the sole purpose of your retirement plan. That’s why MCF offers participant education and guidance to empower your employees to maximize their retirement savings and achieve their income replacement goals.
Vendor & Plan
Benchmarking
Plan benchmarking is vital to assessing whether your plan fees are reasonable, and your provider is delivering the best available services to fit the needs of your plan. MCF leverages experience and data to benchmark your fees and services relative to peers and (re)negotiate with providers on your behalf.
Target Date Fund
Analysis
Identifying an appropriate glide path for your organization, based on your plan demographics, to meet your fiduciary obligation to prudently select and monitor your Plan’s target date funds and QDIA.