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Fiduciary Support, Simplified.
FIDUCIARY SERVICES
Some sponsors want guidance. Others want to delegate.
We help you choose the structure that fits your plan.
Two ways to approach fiduciary support
ERISA 3(21) — GUIDANCE
GPS for Investment
Decisions
You’re a fit if you want to:
- Stay in control of investment decisions
- Get guidance without giving up authority
- Keep your committee actively involved
ERISA 3(38) — DELEGATION
A Professional Driver for Your Investment Lineup
You’re a fit if you want to:
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Delegate investment responsibility
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Reduce time and internal workload
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Strengthen fiduciary protection
SCHEDULE A CONSULTATION
Unsure of Your Fiduciary Duties?
Let's Talk.
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