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Fiduciary Management

Fiduciary Process

To help your committee stay organized and fulfill your fiduciary responsibilities, we have developed a committee calendar which designates fiduciary topics on a quarterly basis for the committee to regularly discuss.  The calendar serves as our core agenda for committee meetings and provides structure and regularity. Our developed processes help your committee comply with fiduciary requirements and achieve your objectives while being flexible enough to update and improve as new regulations and fiduciary topics arise.

Fiduciary Training

Whether you are new to the Committee or a seasoned plan sponsor, you will receive regular fiduciary training sessions that identify and explain your fiduciary responsibilities and keeps you informed of industry related news and events.


If it is not documented, it might as well not have happened. We help create and store the appropriate documentation for the many fiduciary decisions you make.