Initially, we will conduct a Fiduciary Diagnostic on your plan that will be used to identify any existing gaps pertaining to your committee’s fiduciary responsibilities. Your plan’s Fiduciary Diagnostic is then reviewed and updated on a regular basis to identify upcoming plan management responsibilities and to document when required tasks are completed. Our Fiduciary Education Modules provide the necessary resources to inform and educate committee members regarding ERISA’s fiduciary requirements.

We assist you with:

  • Access to 3(21), 3(38), and 3(16) Fiduciary Services
  • Board Resolution
  • Committee Member Acceptances
  • Committee Charter
  • IPS (Investment Policy Statement)
  • Quarterly Monitoring Reports
  • Meeting Minutes
  • Fiduciary Audit File

Let's Get Started

For more information call us at (215) 787-8974 or fill our contact form