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Kidder Resources


Kidder provides access to a host of tools and resources that enable Kidder professionals and the plan’s financial advisor(s) to provide the highest level of investment and fiduciary plan governance services to the plan sponsor.

These Services and Resources include:

  • Actuarial Consulting & Due Diligence
  • Relius/Document Management Services
  • Lynchval Systems Worldwide
  • Investment Due Diligence Process & Reports
  • Fiduciary Monitoring System
  • Fee Benchmarking
  • Industry Reports
  • Research Library
  • Fiduciary Oversight
Actuarial Consulting & Due Diligence

Our actuarial consulting team goes beyond the numbers to focus on plan optimization and risk management. The goal is to help clients and their advisors design optimum, flexible  solutions that suit their needs and objectives. We also help clients manage the critical, longer term issues of financial risk and compliance risk. Through strong, consultive relationships and regular communication, we we help clients manage these risks over the life of the plan.

Relius/Document Management Services

We subscribe to one of America’s largest providers of plan documentation. Kidder is a volume submitter sponsor for both Defined Benefit and Defined Contribution Plans.

Lynchval Systems Worldwide

We use leading edge software to develop and administer highly customized plan and benefit solutions.

Investment Due Diligence Process & Reports

Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. We work with the retirement plan committee to develop and maintain the plan’s investment strategy, which is codified in an investment policy statement. This investment policy statement is used as a guide to evaluate current investment offerings, measuring them against applicable indices, the existing provider’s complete menu and the broader universe of investment options. The process is designed to confirm that a plan’s investments are diversified, well managed, and meet the objectives of the investment policy statement.

Each investment is evaluated by more than a dozen different and objective analytical measurements, including Zephyr’s Style Advisor, one of the most robust investment analytical tools available.

Fiduciary Monitoring System

We provide investment policy development and compliance monitoring services for retirement plan sponsors. Reports are written for executives who are not necessarily financial experts. We offer both summary and detailed exception-highlighted reporting to reflect varying executive styles.

Fee Banchmarking

To reduce fiduciary liability, we help plan sponsors understand, evaluate and compare all fees related to the plan. Many plan costs are virtually impossible to determine from the face of a vendor’s proposal. But we dig deep, dissecting all explicit and implicit fees to help clients understand not only what they are paying, but how it compares to industry standards.

Industry Reports

Comprehensive industry reports compare client plans to others in the same industry and asset size. They also compare client plans to qualified plan survey results across all industries. These reports are based on feedback from more than 4,900 plan sponsors across 26 different industries.

  • Every survey topic is covered in detail
  • Comparisons by asset class
  • Comprehensive analyses of dozens of areas of plan design
Research Library

This library includes significant articles and news items pertaining to the retirement plan market. There are white papers covering such topics as “Fiduciary Requirements For Selecting and Monitoring Plan Providers.” Links to outside sources of retirement plan news are also available.

Fiduciary Oversight

Investment stewards wear many professional hats. And while they may spend the least amount of their working life on retirement plan issues, their fiduciary roles create the most significant amount of personal risk in the corporate arena. Inundated with primary job functions, finance and human resources executives lament the lack of time and tools available to fulfill their fiduciary accountabilities with high levels of assurance and protection. This uncertainty is the main cause of their concern about their personal liability as a fiduciary.

To meet this void, we offer a fiduciary oversight program that delivers protection and ensures excellence in plan management through independent governance and monitoring.

Under this program, we help clients satisfy the following fiduciary functions with an uncompromised level of assurance.

  1. Demonstrate prudence through a document trail.
  2. Understand the key factors around investment management decision making.
  3. Adhere to the plan document and the committee’s investment strategies.
  4. Avoid conflicts of interest.
  5. Assist in the monitoring of service providers according to the new global benchmarks of fiduciary excellence.

Plan sponsors appreciate our fiduciary oversight program because it’s easy to use, documents decisions, assures continuity of conduct and clarifies all roles and responsibilities.