Complimentary Compliance Review
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.
Investment advisory services offered through BHS Financial Services, a registered investment advisor.