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
