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Plan Governance and Committee Education

Wharton Hill Advisors > Plan Governance and Committee Education

Effective Plan Management


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.

Available Services

  • 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
  • Attend Periodic Meetings
  • Provide Objective Investment Reviews


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