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