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.

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