[We Love Being A Fiduciary]
Certain individuals in your organization have personal liability for the assets in your employer-sponsored retirement plan and, therefore, must understand their fiduciary responsibilities and the necessary tasks to fulfill them. We help plan sponsors navigate their fiduciary requirements and complete the appropriate action steps for compliance, allowing your organization to protect individuals that have fiduciary exposure.
All employers that maintain a retirement plan as part of their benefit program are facing increased scrutiny by the Department of Labor and an escalation in the fiduciary liability exposure to trustees.
The Fiduciary Risk Review Includes:
- Fiduciary Best Practices Audit
- Competitive Market Analysis
- Service Provider Benchmarking
There are two ways we can take on your fiduciary investment liability. See the difference between our 3(21) and 3(38) investment manager services.
Does your retirement plan committee have a document retention system?
Request a Fiduciary Risk Review
Please submit the form below to request a Fiduciary Risk Review. Note: required fields are denoted with an asterisk (*).
Two West | 9200 Ward Parkway, Suite 500 | Kansas City, MO, 64114 | Phone: 816-708-4700