Corporate Services - Fiduciary Review


Retirement Plan Fiduciary Review

Baird can assist retirement plan sponsors in understanding and managing their fiduciary responsibilities. Our independent, objective approach gives plan sponsors the insight necessary to make prudent decisions on behalf of their plan and its participants.

Baird helps companies address their fiduciary obligations through:
  • Customizing an Investment Policy Statement
  • Prudent investment research and selection
  • Ongoing performance monitoring
  • Fee analysis and disclosure
  • Monitoring the effectiveness of employee education and communication efforts

Because documenting your decision-making process is an integral step in managing your fiduciary responsibilities, Baird thoroughly documents each of these services for your records.