Our fiduciary services help manage the liability placed on current plan fiduciaries and include the preparation of formal Committee Bylaws, an Investment Policy Statement (IPS) and a comprehensive Fiduciary Governance Plan.
We’ll explain general fiduciary principles and provide practical suggestions on how fiduciary liability can be managed through procedural prudence.
Provide Investment Education to Plan Committee
Explain Fiduciary Responsibilities
Help develop a Participant Education & Communication Strategy
Help establish a process for maintaining of audit ready Fiduciary files