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Castle Financial

Fiduciary Support, Simplified

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)
GPS for Investment
Decisions

We provide recommendations and ongoing monitoring while your committee retains final decision-making authority.

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)

A Professional Driver for Your Investment Lineup

Castle takes fiduciary responsibility for selecting, monitoring, and replacing the plan’s investments over time.
 

You’re a fit if you want to:​

  • Delegate investment responsibility

  • Reduce time and internal workload

  • Strengthen fiduciary protection

ERISA 3(38)

A Professional Driver for Your Investment Lineup

We take fiduciary responsibility for selecting, monitoring, and replacing investments over time.
 

You’re a fit if you want to:​

  • Delegate investment responsibility

  • Reduce time and internal workload

  • Strengthen fiduciary protection

ERISA 3(21)

GPS for Investment Decisions

Castle proivdes investment recommendations and ongoing monitoring while your committee retrains final authority over investment decisions

  • Stay in control of investment decisions

  • Get guidance without giving up authority

  • Keep your committee actively involved

You’re a fit if you want to:​

ERISA 3(21)
GPS for Investment
Decisions

Not Sure Which One Fits?

The right structure depends on how involved your committee wants to be.

Let's Talk
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