ERISA Fiduciary Oversight That Mitigates Over 92% of Fiduciary Risk
Practical fiduciary solutions for plan sponsors, committees,
and advisors navigating increasing regulatory scrutiny.
Most Fiduciary Risk Is Unintentional
- Employers don’t realize they are the plan’s named fiduciary
- Fiduciaries don’t know what they’re responsible for
- Delegation is misunderstood
- Documentation gaps create liability
- Regulations are ever evolving
The Fiduciary Wise Solution
Fiduciary Wise is an independent ERISA fiduciary partner focused exclusively on fiduciary oversight—not products or administration. We do not compete with TPAs, advisors, or recordkeepers. Instead, we work alongside existing service providers to establish clear fiduciary delegation, strengthen governance, and reduce risk through disciplined oversight and documentation.
Fiduciary Delegation
Governance & Process
Ongoing Oversight
Education & Documentation
1
Assess fiduciary risk
2
Implement fiduciary structure
3
Monitor & document
4
Support ongoing compliance
Learn from our Fiduciary Experts
Supreme Court Earthquake: Cunningham v. Cornell Redefines ERISA Compliance
The Annuity Controversy:
Why 401(k) Fiduciaries Are Split
Not Sure Where You Stand as a Fiduciary?
Most fiduciary risk is unintentional, and often uncovered only after a regulatory inquiry or lawsuit begins. Our Fiduciary Oversight Checklist is a practical, ERISA-focused tool designed to help plan sponsors and committees assess whether their fiduciary structure, delegation, and oversight processes are defensible.
Download the checklist to:
- Understand what ERISA actually requires
- Identify common fiduciary blind spots
- Evaluate whether your current processes are defensible
- Prepare for increased fiduciary scrutiny and litigation risk
