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

    Year-End Planning

    Year-End Planning

    As the calendar flips from 2015 to 2016, it may be a good time to evaluate your financial situation to determine if you need to make any modifications to your financial plan.

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    Will President Trump Repeal the DOL Fiduciary Rule?

    Will President Trump Repeal the DOL Fiduciary Rule?

    In recent months, a topic that we have frequently addressed in our blogs, our quarterly investment committee webinars, and in our face-to-face interactions with retirement plan participants has been the new DOL Fiduciary Rule.

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