Today, plan fiduciaries are carrying out their duties in an increasingly demanding regulatory environment and operating against a backdrop of increased attention and scrutiny…. from both legislators and litigators.
Limiting fiduciary liability begins with establishing and maintaining a strategic framework and a prudent process of decision-making.
Our services include:
Fiduciary training
Compliance and technical support
Investment Policy Statement development
Documentation and records management
Provider searches (RFPs)
Provider oversight & advocacy
Provider negotiations
Contract reviews
Audit support
Want to know more? We’d love to tell you. Please call us.