Fiduciary Fitness Program

We help you meet your fiduciary responsibilities, as it can be a complex process. We help you control risk by developing a formal and personal Investment Policy Statement. We establish clear criteria for selecting and monitoring investment managers to make sure that clear and efficient rationale is used to make the best decision in regards to the fund choices made available in the plan.

We strive to make sure that the correct actions are taken to demonstrate that you carry out your responsibility as plan fiduciary properly so that your liability is limited and contained. We help you mitigate your risk by giving you access to the educational tools and diversified investment options that you need to be successful.