Fiduciary Protection

Your protection is at the foundation of all our consulting efforts. Our Fiduciary Fitness Program is designed to ensure your understanding, compliance, and documentation of fiduciary-related activities and regulations. We serve as an ERISA fiduciary without caveat or exception so you can rely on our advice since we are held to the same duty of care that you as the employer must satisfy. We can serve as either an ERISA 3(21) or ERISA 3(38) fiduciary.

Fiduciary Fitness Program

Plan Governance Documents
ERISA Fiduciary Calendar
Compliance Checklist
Fiduciary Diagnostic™
Fiduciary Plan Review™
Fiduciary Training and Education
Fee and Expense Analysis
Quarterly Legal and Compliance Updates
Online Fiduciary Briefcase™

Protecting You While
We Prepare Your Employees