Gosselin Consulting Group LLC was established in May 2010 by Peter J. Gosselin, Shawn M. Charles, and Julie B. Doran. The firm was incorporated as a Limited Liability Corporation in the Commonwealth of Massachusetts, and is headquartered in Braintree, Massachusetts. The original principal owner (those individuals or entities owning 25% or more of the company) of the firm was Peter J. Gosselin. As disclosed in the firm’s 2016 annual Brochure (dated March 17, 2016), Julie Doran left the company, effective March 31, 2016, and her interest was allocated to Peter Gosselin and Shawn Charles. As a result, both Peter Gosselin and Shawn Charles are now principal owners of the firm. Together, these founding partners of Gosselin Consulting Group own 100% of the firm. Gosselin Consulting Group specializes in investment consulting services for retirement plan sponsors and institutional investors, including:
• Defined Contribution plans
• Defined Benefit plans
• Taft-Hartley plans
• Non-Qualified plans It is the mission of Gosselin Consulting Group to provide guidance, advice, education, and investment support to our clients in the pursuit of prudent execution of the fiduciary oversight of their investment program(s). Recognizing the value of an independent and unbiased viewpoint, we offer innovative and comprehensive investment research, monitoring, and advice services free of outside influence. As an integrated partner, we view our role as an investment advocate and direct extension of each client’s investment committee. The

services provided to our clients include, but are not limited to:
• Investment Policy Statement (IPS) design, implementation, and monitoring
• Investment Committee Charter design, implementation, and monitoring
• Plan governance oversight and consultation
• Investment design oversight and consultation
• General retirement plan investment consulting
• Investment manager research, evaluation, monitoring, and selection
• Ongoing investment performance evaluation and monitoring
• Custom asset allocation consultation
• Fiduciary education and best-practice implementation
• Service provider fee benchmarking, evaluation, and monitoring Our services are customized to each client relationship, based on the plan’s unique objectives and participant demographics. Clients are given the ability to impose restrictions on our services as necessary, including restrictions on investing in certain securities or types of securities. Specifics of such restrictions will be documented in the fiduciary files of each client. (continued on next page) Gosselin Consulting Group provides advice on the following types of investments:
• Mutual funds
• Collective/Commingled Investment Trusts
• Separate Accounts
• Exchange Traded Funds (“ETFs”) Gosselin Consulting Group does not manage or sponsor wrap fee programs. Further, Gosselin Consulting Group does not manage client assets, does not have discretionary authority over client assets, and does not maintain custody of client assets.