• Investment Consulting: This involves providing advice on the selection and monitoring of investment options within retirement plans, aiming to achieve appropriate risk-adjusted returns. This likely encompasses asset allocation strategies, manager selection, and ongoing performance monitoring.

• Fiduciary Services: NEPC acts as a fiduciary, meaning they assume a legal responsibility to act in the best interests of the plan participants and beneficiaries. This involves making objective investment decisions and ensuring compliance with all relevant regulations.

• Plan Design and Administration: This encompasses assisting clients in designing and implementing their retirement plans, ensuring they align with their organizational objectives and regulatory requirements. This may include reviewing existing plans for areas of improvement and advising on plan amendments.

• Compliance and Reporting: NEPC helps clients comply with all relevant federal and state regulations concerning retirement plans. This includes preparing and filing necessary reports with regulatory bodies.

• Education and Communication: They likely provide educational resources and communication tools to help plan participants understand their retirement benefits and make informed decisions about their savings.

Target Market: NEPC's primary clientele consists of educational institutions, such as colleges, universities, and K-12 schools, as well as non-profit organizations. Their expertise lies in understanding the unique financial challenges and opportunities faced by these sectors.

Overall: NEPC positions itself as a trusted advisor providing comprehensive and specialized financial services to the education and non-profit sectors, focusing on the effective management and growth of retirement plans. Their services are designed to alleviate the burden of plan administration, mitigate risk, and improve the retirement security of employees.