Fiduciary Compliance

100% Focused on Employer-Sponsored Retirement Plans

Complimentary Compliance Review

Instilling Confidence

For Plan Sponsors charged with navigating the ever-changing and increasingly complex legal and fiduciary landscape, the process can be overwhelming. Let our Fiduciary Fitness Program™ help bring back your confidence. This proprietary program zeroes in on any existing fiduciary gaps, reviews proper processes, documents who’s responsible for what, and gives you a long-term plan.

Our program can make it easier for you to:

  • Create your Fiduciary Briefcase™ - an online fiduciary file that stores and organizes important plan documents
  • Identify plan fiduciaries and understand the extent of their specific responsibilities
  • Review plan documents in light of current plan operations and make necessary or desired updates
  • Document the benchmarking and hiring process of service providers
  • Comply with reporting and disclosure requirements
  • Understand legal and compliance updates

Contact us for a complimentary compliance review and more.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BHS Financial Services and BHS Insurance are not affiliated with Kestra IS or Kestra AS.

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