Fiduciary Governance
We assist clients with fiduciary governance and structure issues by advising investment committees, boards of trustees, and other fiduciaries. Our services include regular fiduciary training for applicable staff and helping document the fiduciary process. A robust governance framework is essential for a successful retirement plan program, minimizing fiduciary liability and empowering those responsible for plan management. Proper governance involves thorough documentation, clear identification of involved parties, delegation of responsibilities, and an established decision-making process for vendors, services, fees, and investments. Each organization's fiduciary governance structure is unique, tailored to meet its specific needs and goals.
How We Help
- Benchmarking Analysis: balancing costs, services & investment opportunities
- Plan Review: Following ERISA compliance standards
- Investment Due Diligence: Continued monitoring of plan investments
- High-Touch Education: Continued Education for Employees
The participant experience is important to us; we don’t pass the education responsibilities to someone else; all group employees and one-on-one meetings are conducted by one of our experienced team members. Among our team, we have over 100 years of combined investment experience. Many consultants claim investment knowledge, but few teams have our breadth and depth of market understanding.
