Fiduciary

People

Our team, comprised of experienced and credentialed investment advisors and ERISA counsel, serves as your co-fiduciary safety net.

Process

Our proprietary Fiduciary Diagnostic™ outlines plan management responsibilities, uncovers existing gaps in ERISA responsibilities and documents completion of required tasks.

Education

Our 20+ fiduciary education modules outline a plan’s fiduciary responsibilities and how to implement prudent processes.

Documentation

We provide meeting summaries/minutes that outline key discussion, decision and follow-up items and help your team complete action items.

Storage

Our Fiduciary Briefcase™ organizes and stores your plan’s documents, processes, reports and meeting minutes in a secure, internet-based, filing system. All your fiduciary documentation in one place.