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ERISA and Fiduciary Responsibility

 

As a plan fiduciary, you have a great number of responsibilities to your

plan and your plans participants.  It’s very important to understand all

the requirements and responsibilities in order to offer high-quality

services and investment options to your participants.

 

  Some of your fiduciary responsibilities include:

 Ongoing monitoring of the investments

Ongoing monitoring of the overall plan operation

The explanation of your company’s plan to your employees

The Prudent selection of a qualified retirement plan provider

A Prudent selection of the investment options for your plan

 

What makes us different is…. How we SUPPORT YOU!!

 

Do you have an IPS?

 We can provide you a sample Investment Policy Statement

 

 Twice a year we present you with the results of a Due diligence              

review of your funds in the form of a Fundcheck scorecard

 

We provide you an annual contract review to help you   

Fulfill Your ongoing fiduciary responsibilities.

 

ERISA requires certain ongoing communications to your

Plan participant’s.  WE have the tools to help you do that!

 

WE provide you with a Fiduciary Standards Warranty!!!

The Warranty provides the specific assurance for the investment

Selection and monitoring process that plan fiduciaries want.

We can provide: Due Diligence checklist, Compliance checklist,

Trustee services, Fiduciary Handbook, and MUCH  more!!

CONTACT US NOW

Posted 4:52 PM  View Comments

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