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Our Services

  • Independent Fiduciaries

    • New Approach
    • Fiduciary Structure
  • Service Model

    • ERISA Care Standard
    • Non-Fiduciary Service Providers
    • Advisor and Fiduciary Services Fee
  • Best Practices

    • Revenue Sharing
    • New Best Practices
  • Risk Management

    • Shared Plan Governance
    • Fiduciary Risk Management
    • Organizational Documentation
  • Fiduciary Liability

    • Annual Certification
    • Fiduciary Safeguards
  • Fiduciary Expertise

    • ERISA Expertise
    • Professional Staff


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