Fiduciary Responsibility and Governance
How are you managing the standards of care and fiduciary risk that you assume as a plan sponsor? Our Fiduciary Fitness Process helps you effectively manage your fiduciary responsibilities while reducing your overall level of liability.
- CEFEX certified fiduciary management process
- Documentation and storage of fiduciary processes
- Development, maintenance and execution of an appropriate Investment Policy Statement (IPS)
- Provide both 3(21) and 3(38) fiduciary platforms