Retirement plan regulations and compliance have become increasingly complex and subject to a high level of government scrutiny. Many of the largest, most respected companies in the country are outsourcing the fiduciary role for their plans.
The Fiduciary Advisory Services program that we offer in cooperation with our strategic partners, Devlin & Hale Associates, can ensure full compliance for your business retirement plan.
We provide full fiduciary documentation support:
- Investment policy statement (IPS)
- Adopting resolution for IPS
- Due diligence binder
- Due diligence checklist
- Plan fiduciary meeting checklist
- Participant Q&A brochure
- ERISA Section 404(c) compliance checklist
- Newsletter
- Fiduciary insurance
- Employee education and enrollments
If you are a small business owner or plan administrator, we encourage you to contact us for more information.
