Fiduciary investment management is a critical component of responsible retirement plan administration. Prudent investment management involves the careful selection, monitoring, and review of the investments offered within your retirement plan. We can help you create the needed process to track your plan investments. Our approach will work toward promoting the financial well-being of your employees and maintaining the integrity of the retirement plan, creating trust and confidence.
Having a prudent process to managing plan investment options is key for managing your fiduciary responsibilities.
We can help by providing 3(21) co-fiduciary services when it comes to managing your plans investment options: