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Fiduciary Services

Wharton Hill Advisors > Fiduciary Services

Prudent Man Rule: ERISA 404(a)(1)(B): A fiduciary shall discharge his duties with the care, skill, prudence and diligence under the circumstances then prevailing that a prudent man acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of a like character and with like aims.

INDEPENDENT AND OBJECTIVE GUIDANCE

Prudence is the standard by which all plan fiduciaries are judged. As the sponsor of a retirement plan, you are automatically considered an ERISA fiduciary. With that role comes serious responsibilities and the risk of personal liability for your decisions. Choosing plan service providers and the investments for your plan are both fiduciary decisions that must be made with the same care and proficiency that an expert would exercise. If you are not an expert in this field, this selection process can be a formidable undertaking.

We embrace the fiduciary standard. Our process and investment recommendations will support you in meeting your fiduciary responsibilities. As an independent advisor, WhartonHill delivers objective investment analysis so prudent decisions can be made. As a 3(21) or 3(38) fiduciary advisor, WhartonHill acts as your plan investment fiduciary to recommend investments that adhere to all standards established within a Plan’s Investment Policy Statement.

Available Services

  • Fiduciary education for plan sponsors and their investment committee fiduciaries
  • Preparation assistance or review of the Plan’s Investment Policy Statement (IPS)
  • Recommend and Monitor Plan Investments
  • Recommend and Monitor Qualified Default Investment Alternative(s) (QDIAs)
  • Participant Investment Advice

We believe in what we do, helping our Plan Sponsor clients help real people plan for better lives during their retirement years. Contact us today for a free Retirement Plan evaluation.

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