CONGRATS, YOU’RE A PERFECT MATCH.
Looks like your consultant or OCIO is giving you exactly what you need! Cheers to a strong partnership. While you may be head over heels now, keep in mind that plan sponsors have a fiduciary duty to assess their service providers whether there is a high level of satisfaction or not. Always remember those three little words: “Duty to Monitor.” How often is up to you. Just make a prudent decision and be sure to document that you contemplated the topic.
Want to learn more about your duty to monitor? Get in touch here.