Does your plan have a written policy statement?

What are the main requirements necessary in order to meet Section 404(C) of ERISA?

What factor triggers the replacement of a fund in an employer-sponsored plan?

What are some prohibited practices?

Does your plan provide and track ongoing employee investment education?

Do the plan fiduciaries meet regularly and keep well-documented minutes of those meetings?

Is your plan covered by a fidelity bond against losses due to fraud or embezzlement?

When did you last benchmark your retirement plan to ensure fees and services are comparable to industry peers?

We provide a certified fiduciary training course developed by the fiduciary experts an Fi360 and delivered by a qualified instructor who has earned the AIF designation.

We assist in the design and implementation of an investment policy statement (IPS) that facilitates consistent investment decision making, clarifies the roles and responsibilities, and documents all investment processes.

We help with benchmarking to ensure the fees, services, and investments in your plan are comparable to industry peers.

We offer a comprehensive course which covers the scope of fiduciary responsibilities and what plan fiduciaries need to do in order to fulfill those duties to the standard of care required by law.