Shared Fiduciary Responsibility

Review My Current Investment Lineup

As an independent consultant and partner, the professionals at BHS can share fiduciary responsibility under a 3(21) or 3(38) co-fiduciary arrangement, and implement a disciplined process to help better manage fiduciary obligations.

We understand not everyone is a retirement plan guru, so we make sure important plan level data is easily digestible and aligns with your organization’s goals.

Are you getting independent advice? Is your plan advisor a co-fiduciary?

Let us show you how our proprietary Scorecard System™ can help you improve outcomes, manage risk, and reduce fiduciary exposure.