Defined Benefit Plans

Since inception RHI has advised Defined Benefit plans, and assisted those Plans with all aspects of the investing process.  This includes:

• Acceptance of Fiduciary Responsibility
• Manager of Manager Portfolio 
• Investment Policy Design and Review
• Strategic Asset Allocation
• Four-Factor Manager Evaluation System
• Diversification and Sub-Sector Weighting within Various Asset Classes
• Evaluation of Domestic and International Investment Management Organizations
• Investment Manager Selection
• Monitoring of Plan's Total Investment Portfolio 
• Master Trustee and Custodian Analysis

In 2000 RHI's services expanded and now include Supervisory Investment Services.  RHI will:

• Identify key Plan considerations such as future cash flows needs
• Develop and gain committee/trustee approval of asset allocation policies
• Accept discretionary responsibility
• Monitor the Plan's total investment portfolio on a daily basis

Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model.  RHI's daily monitoring approach ensures proper oversight of a Plan's investment program and timely, professional, and effective management of the Plan's assets.