Our Service Commitment

We’re committed to helping our clients improve plan performance, manage fees and services, reduce liability, and decrease their workload.

Fiduciary Partnership

Each of our client relationships is a fiduciary partnership where we stand in a special relationship of trust, confidence, and responsibility for the retirement assets of participants.

Improved Plan Performance

We provide initial and ongoing investment manager due diligence to ensure a diverse array of high quality investment managers.

Fee and Service Management

Since 2012, our oversight and investment manager recommendations have resulted in an estimated over $28 million in total client savings.* We also provide quality management services for all vendor relationships.

Liability Reduction

We affirm our fiduciary status in writing with all clients and tailor our prudent processes to the investment goals and fiduciary obligations of our clients.

Decreased Plan Sponsor Workload

Many plan sponsors do not have the time to manage every aspect of a retirement plan. For a flat, retainer based fee, our clients receive a team of dedicated financial professionals committed to reducing plan sponsor workload.

*Savings is an aggregated estimate across all clients based on negotiated recordkeeping expense savings and reduced net investment expense savings, for which Cook Street played an integral role.  Previous results are no guarantee of future results.

We acknowledge our fiduciary status in writing with our clients and sign on in a discretionary or non-discretionary manner, i.e. ERISA §3(38) or ERISA §3(21)A capacity.