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

    What Is a “Bona Fide” Fringe Benefit?

    What Is a “Bona Fide” Fringe Benefit?

    We write and speak extensively to contractors about providing “bona fide” benefits to employees. Someone recently asked me what “bona fide” means. I guess sometimes we get ahead of ourselves and neglect to cover the basics!

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