Fiduciary Support

When you offer a retirement plan to your employees, you are considered a Fiduciary and have basic duties for plan operation.  These duties include:

  • Acting solely for the benefit of participants and their beneficiaries
  • Carrying out duties in a prudent manner
  • Following your plan documents
  • Diversifying plan investments
  • Paying only reasonable plan expenses

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.