Fiduciary Management Assistance


We provide information and guidance to help you meet your fiduciary responsibilities:

  • Retirement plan committee education. We help educate your Retirement Plan Committee to understand not only their responsibilities as a committee member, but the importance of reviewing investment performance, understanding general market conditions and basics of plan governance.
  • Legislative consultation and updates. We will keep you informed of significant rulemaking by the IRS and DOL and discuss the implications of such regulatory changes.