Independent Fiduciary Review and Consultation
Plan sponsors want and need to rely on someone who is legally accountable to plan participants. It is confusing and frustrating to discover the person hired to help with a retirement plan has no real fiduciary responsibility and hence no real accountability; accountability that plan sponsors and participants always believe existed.
As a consultant to retirement plans, we endeavor to help protect plan sponsors from conventional fiduciary risks and work to enhance the retirement security of participants. We perform fiduciary and economic plan audits or reviews. When we analyze a plan, we review the plan statistics and demographics, provide feedback on the plan’s ranking compared to its demographic peers, outline any inefficiencies uncovered, and provide a clear, non-disruptive strategy for enhancing the plan.
Employers can enjoy peace of mind by knowing they are doing the right things, the right way.
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