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ABOUT US

Our Philosophy

At Gosselin Consulting Group, we take strong positions that strive to put us and our clients in the best fiduciary position possible. Our robust experience which dates back to the mid-1990‘s has helped form the philosophies that we take across all major aspects of our business, including:

CONSULTING PHILOSOPHY

  • Plan Design Services
    Ongoing analysis and review of plan demographics and design features (i.e. auto-enrollment, company match, participant education and communication strategy) Service provider collaboration (to lessen committee workload) Participant communication / education material review and strategy
  • Vendor Search Services
    Start to finish management of the recordkeeper search process (in collaboration with committee) Design and distribution of Request for Proposal (RFP) to appropriate vendors Assessment of vendor responses and creation of executive summary / comparison Coordination of finalist meetings Support throughout implementation process (if new vendor selected)
  • Operations Support Services
    Collaboration and support across all service providers to ensure consistency and efficiency (i.e. recordkeeper, investment managers, auditor(s), outside counsel, third party administrator, insurance provider(s)) Manage and support for investment / fund changes, including implementation of non-registered vehicles (CITs, separate accounts) and approvals for asset capacity constrained products Plan merger and acquisition support (mappings, communications, education, fee negotiations)

INVESTMENT PHILOSOPHY

  • Plan Design Services
    Ongoing analysis and review of plan demographics and design features (i.e. auto-enrollment, company match, participant education and communication strategy) Service provider collaboration (to lessen committee workload) Participant communication / education material review and strategy
  • Vendor Search Services
    Start to finish management of the recordkeeper search process (in collaboration with committee) Design and distribution of Request for Proposal (RFP) to appropriate vendors Assessment of vendor responses and creation of executive summary / comparison Coordination of finalist meetings Support throughout implementation process (if new vendor selected)
  • Operations Support Services
    Collaboration and support across all service providers to ensure consistency and efficiency (i.e. recordkeeper, investment managers, auditor(s), outside counsel, third party administrator, insurance provider(s)) Manage and support for investment / fund changes, including implementation of non-registered vehicles (CITs, separate accounts) and approvals for asset capacity constrained products Plan merger and acquisition support (mappings, communications, education, fee negotiations)
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Our Founding Principles

At Gosselin Consulting Group, our core competencies, values, and service delivery model are directly aligned with the interests of our clients, many of whom are fiduciaries. We are committed to the following principles which serve as the foundation for all aspects of our business:

Independence

Objectivity

Transparency

Clarity

Passion

Value

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