PROFESSIONAL PROFILE
Gary Holland
www.hollandim.com
Professional Approach
Holland Investment Management has been a Group Retirement Plan expert for over 18 years. HIM is the Investment Advisor on numerous 401(k) plans covering more than 11,500 participants.
Our services include:
1. The establishment of employer sponsored participant directed plans.
2. Ongoing monitoring of employer sponsored participant directed plans.
3. Assistance in designing plan structure.
4. The recommendation and ongoing monitoring of a plan provider
(record-keeper/custodian).
5. The recommendation and ongoing monitoring of a third-party administrator (TPA).
6. The establishment of an Investment Policy Statement or the recommendation and ongoing
monitoring of a 3(21) or 3(38) Investment Advisor.
7. Ongoing monitoring and assistance with the selection of investment options for the IPS.
8. Assistance with education for plan participants.