Cayce Weems
Principal at Weems & Robertson
Based in Austin, United States
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Seniority
Vp
Department
General Business & Management
Location
Austin
Industry
Investment Management
Company size
3
Contact information
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c•••••••@weemsrobertson.com
Phone
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Background
About Cayce Weems
My work experiences continue to be exclusively focused on helping fiduciaries of qualified retirement plans make better decisions in regards to plan design, fee negotiation, fiduciary compliance, and investment oversight. Weems & Robertson was formed in 2013 by consultants that worked at The 401(k) Company prior to its acquisition by Charles Schwab. Weems & Robertson consultants have worked extensively with 401(k) plans for the last 25+ years, with assets ranging from $2 million to $2 billion. We know best practices in the defined contribution market and are experts in investment policy development, investment manager selection, and ongoing plan monitoring. Specialties: Investment evaluation and monitoring, fiduciary education, 404(c) audit, asset allocation strategy, revenue sharing analysis, vendor fee negotiation, performance benchmarking, Investment Policy Statement development, RFP, RFI
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