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JRN Benefits, Inc.

Investment Management Firms

Description

JRN Benefits, Inc. engages in designing and administering retirement plans and other employee benefit programs for employers. The company also offers legal advice regarding the management and administration of plans. In addition, it provides annual investment review by analyzing each funds investment approach, and risk and return profile; the funds fees and other expenses; the funds trailing investment performance; and general analysis, such as manager tenure and changes in the funds investment style. Further, the company offers employee enrollment and education services, such as written employee enrollment and communication plans, enrollment support, on-site group enrollment meetings, investment education to improve participants understanding of investments, educating retirees on distribution options, educating participants on asset allocation decisions, and support for HR staff. Furthermore, it provides annual compliance audit services; and fiduciary responsibility and liability services, including written policies and procedures for fiduciaries, such as an investment policy statement to meet their responsibilities. The company is based in Santa Barbara, California. As of January 3, 2008, JRN Benefits, Inc. operates as a subsidiary of Hub International of California, Inc.

Corporate Address

351 South Hitchcock Way Suite B-230 Santa Barbara, CA93105 United States of America

United States of America

805-563-5300

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