For the past two decades the personnel at Highcroft, Inc have worked with labor union 401(k), and money purchase pension plans.  We have come to understand the unique needs of labor union trustees and their members.  We assist fund trustees with their investment fiduciary duties; helping them with vendor search and selection, investment policy construction, investment manager search, monitoring, and due diligence, and member education.

We are part of the LPL Financial Retirement Plan Consulting Program and have access to extensive, comprehensive services.  Services include:

• Investment Monitoring and Due Diligence

• Expense Analysis

• Assistance with Fee Comparison and Analysis

• Retirement Plan Health Check

• Fund Line Up Comparison

• Assistance with Vendor Search and Selection

• Assistance with the RFP process

Highcroft can serve as a 3(21) fidicuary and a 3(38) fiduciary through LPL Financial's Corporate RIA.

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