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Navigating today’s ever-changing and increasingly complex legal and fiduciary compliance landscape can be … well … a nightmare. We instill confidence in your investments with our Fiduciary Fitness Program™. This proprietary program lets you measure the health of your plan by zeroing in on any existing fiduciary gaps, reviewing the proper process, documenting who’s responsible for what and giving you a long-term plan.
The program makes it easier for you to:
Our best practices will help assure your i’s are dotted and your t’s are crossed. You’ll have access to:
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS or NFP Retirement. NFP Retirement is not affiliated with Kestra IS or Kestra AS.