Fiduciary Education and Consulting

Our experience tells us that many companies that sponsor retirement plans do not understand their fiduciary responsibilities and are therefore unaware of their potential liability under ERISA’s “prudent person” rule.

First, we work to help our clients understand what it means to be a fiduciary and what requirements the Department of Labor has. We then help plan sponsors implement and document processes to address responsibilities. We assist with storage and retrieval for audit and fiduciary documentation relating to the plan.

DISCLOSURE: We do not provide legal advice. Please talk to an attorney prior to making any legal decisions.