ERISA Plan Fiduciary Advisor To Consider

All fiduciaries, by federal law, must act solely in the interest of their participants and beneficiaries. Being a 401(k) or ERISA 403(b) Plan Sponsor/fiduciary can be challenging. Federal law also says that if you feel you do not have the expertise yourself, you must seek out outside experts who DO have the proper expertise.

We have helped many Plan Sponsors/fiduciaries who require these kinds of services. Business owners want to contrate on their business – because that is their “passion”. We have yet to find a business owner who finds any “passion” in learning, and exercising, their fiduciary responsibilities.

Whatever your plan type, we can take on much of your fiduciary responsibilities and allow you to be more successful in your business. Involving professionals in your plan’s management will better allow you to take your business venture to another level.

Loyalty is something we guarantee to our clients. People who use our services need not worry about us. As fiduciaries, we are bound by law to put our client’s (i.e. plan participants) interests before our own. We conduct prudent prudence and processes, in order to satisfy ERISA’s “Highest Standards”. Therefore, we can help organizations to flourish by giving them the most reliable advice. You can count on us whenever you require these kinds of services to oversee your plan properly.

Managing your qualified 401(k) or 403(b) plans is challenging. Our team has been providing these services for many years. We constantly strive to act only in your best interests. Let us show you how.