• Home
  • Get A Quote
  • Current Members
  • Refer a Friend
  • Brokers
  • Location Map
  • Owner/Executive Benefits
  • Privacy Policy
  • Contact Us
Home
(877) 485-7147 Does your company have it?
  • Home
  • Get A Quote
  • Blog
  • Resources
    • Current Member Login
    • Refer a Friend
    • Important Files
    • Insurance Glossary
  • About Us
    • Location Map
    • Customer Testimonials
    • Privacy Policy
  • Contact Us
Brokers Insurance BROKERS

Info on how to join for Brokers & Agents.

Read More
Current Members CURRENT MEMBERS

Employees/HR Dept. Log in to Benefits.

Read More
Business Insurance BUSINESS

Have 30+ Employees? Join for free.

Read More
Executive Insurance OWNER/EXECUTIVE BENEFITS

  1. Captive Plans
  2. Buy Sell
  3. Key Person

 

Read More
Rate Increase RATE INCREASE

Did your company get a big rate increase on one of your Benefit Plans?

Read More
Home > Blog > Do you have a 401k Fiduciary Warranty?
THURSDAY, JUNE 22, 2017

Do you have a 401k Fiduciary Warranty?

 

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 7:52 PM

Share |


No Comments


Post a Comment
Required
Required (Not Displayed)
Required


All comments are moderated and stripped of HTML.

NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2017


View Mobile Version
Facebook
Twitter
LinkedIn
Google+
Carriers
Carriers
Carriers
Carriers
Carriers
Carriers
Twitter Logo
Tweets by @iiiorg

Resources

Home About Us Get a Quote Customer Service Newsletter Contact Us

Contact Us

  • Mailing Address
  • 10268 Baltimore National Pike
  • Ellicott City, MD 21042
  • _
  • O: 410-480-3726
© Copyright. All rights reserved.
Powered by Insurance Website Builder