Reduce Reputational Risk and Liability

We specialize in providing fiduciary oversight, advice, and guidance for your retirement plan and its investment offerings through our fiduciary risk management services.

An often unaddressed area of risk exposure for an organization is its retirement plan.  Protect your firm’s reputational risk and fiduciary liability by partnering with a co-fiduciary who is an expert in retirement plan governance, oversight, and management.

 

    Reduce overall costs and streamline management, while complying with ERISA guidelines governing your employee retirement benefits.

    From retirement plan design to assistance vetting other service providers to communicating the plan to your employees, we are at your side when you need us, as much as you need us.

    Latest Posts

    Are Paid Sick Leave Policies Subject to ERISA?

    Are Paid Sick Leave Policies Subject to ERISA?

    As of this writing, seven states, the District of Columbia, and more than 25 cities and counties have passed paid sick (and often, family) leave laws. However, 14 states have banned cities and counties from adopting such laws.

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