Fiduciary Guidance

Fiduciary Guidance

[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.

Contact Us

Marko Ungashick

Marko Ungashick
Marko’s Email:
Phone: (913) 643-4135
View Marko’s LinkedIn Profile

Featured Resources

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.

Learn More

Does your retirement plan committee have a document retention system?

Learn More

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 | 10975 Benson Drive, Suite 560 | Overland Park, KS 66210 | Phone: 913-825-1722