The prudent selection of an independent named fiduciary is designed to focus on proper plan management, thereby protecting the plan sponsor from future liability.
Recent legal decisions underscore the importance of adopting operational compliance procedures and best practice governance standards.
We are a strong, capable, and independent ERISA Fiduciary focusing on the responsibility and liability for proper plan management, investment and operation.
The better practice is to appoint an independent fiduciary, thus enabling the plan sponsor to delegate fiduciary decision making to an expert.
We are worthy of a fiduciary mandate having acknowledged fiduciary status in writing and having been appointed named fiduciary for administration and investment in the plan document.
Our fiduciary service model provides boards, officers, managers, committees, and other plan sponsor fiduciaries with advice and protections not readily available in the retirement plan marketplace.