Work with a partner who understands the value of what you‘ve worked so hard to achieve.
Foster long-term success – and employee trust – with our time-tested tools and best practices.
Fiduciary duties can be daunting: a fiduciary is obligated to act in plan participants' best interests by meeting stringent, complex legal standards. What's more, even with a third-party administrator a company is often still subject to fiduciary liability to some degree, making careful planning a must. Our experts focus on empowering clients with the tools and advice necessary to ensure no responsibility is overlooked, protecting your business.
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:
Fiduciary Best Practices
Our best practices will make sure your i’s are dotted and your t’s are crossed. You’ll have access to:
Resources and guidance to cut through the tangle.
Plan Design and Administration
Great solutions made easier.
Recognizing and addressing your risks.