AFS 401(k) Retirement Services

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Fiduciary Oversight

The agencies that oversee retirement plans and protect the interests of employees are stepping up scrutiny and enforcement. Your plan and processes are being observed, by them and by your employees. How do you measure up?

As your partner, we can share this fiduciary responsibility with you, implementing a disciplined process to better manage your fiduciary obligations.

Our process leads you through:

  • Plan policy development and documentation, including an Investment Policy Statement and Committee charter
  • Fiduciary and Retirement Committee training and ongoing education
  • Comprehensive fiduciary oversight reviews and checklists
  • Meeting minutes and plan records documentation and retention
  • Market Update for the Month Ending January 31, 2013
  • Tips to Understand Your Retirement Plan's Fees
  • 401(k) Plan Fees
  • Meeting Your Fiduciary Responsibilities
  • Understanding Fees and Expenses
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This communication is strictly intended for individuals residing in the states of
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a Registered Investment Advisor

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