Investment Fiduciary Services
ERISA Fiduciary Assistance
- Compliance Monitoring assistance
- Inventory of documentation
- Legislative Updates
Assistance with Plan Design & Administration
- Review plan design functionality
- Plan demographic review
- Plan administrative oversight
Plan Education Program
- Needs assessment & goal setting
- Feedback & recommendations provided based on track results
- 404(c) compliance adherence assistance
Investment Fiduciary Services
- Investment Co-Fiduciary of Plan
- Investment Policy Statement (IPS) Review
- Fund selection, monitoring & performance due diligence analysis
