Advice to Help Protect Plan Fiduciaries

As your partner, we'll help to bring you and your employees services to simplify and facilitate what can be a challenging task - helping your employees save for their retirement through a 401(k) or similar plan. In doing so, we'll work to protect your interests as the plan sponsor by:

Helping to build an Inspection-Ready DOL ERISA file
Benchmark and monitor plan and provider fees
Prepare an Investment Policy Statement
Deliver investment advice in accordance with the IPS
On-going monitoring of investments
Offering periodic RFPs