Phone: (206) 223-4533
Toll Free: (800) 488-8277
FAX: (206) 812-7549
When you offer a retirement plan to your employees, you are considered a Fiduciary and have basic duties for plan operation. These duties include:
Through our periodic reviews, we assist you with the fiduciary monitoring of all facets of your plan – investments, education, plan design, competitive pricing, and effectiveness of your plan vendors. When appropriate, we suggest changes and discuss the potential impacts, assisting Fiduciaries in making decisions based on prudence and a repeatable, documentable process.