Manage fiduciary liability and responsibility
As a fiduciary your personal assets are at stake and you become legally accountable for plan design, administration, and investment related decisions. We'll guide you in making informed decisions at every stage of plan design and execution so you can effectively manage liability and manage fiduciary obligations, helping you to:
We create a comprehensive snapshot of your plans design, performance, and expenses to measure versus industry peers and competition.
Our proven process covers every aspect of vendor analysis and plan creation. We get you started on the right path and help keep you there.
We work with your plan's participants to help guide them on the road to retirement.
We act as your co-Fiduciary Advisor to assist with your responsibilities and liabilities as a fiduciary to the plan.