Fiduciary Protection

Protecting You While We Prepare Your Employees

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. 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™