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Avoid Fiduciary Breaches & Improve Plan Performance

Get a Certified Plan Fiduciary Advisor® for your company's retirement plan. I will overlook your investment menu, independently benchmark its performance and take fiduciary liability. Schedule a free consultation, lets talk!

SERVICES I CAN HELP YOU WITH

A

ERISA 3(21) FIDUCIARY

  • Analyze the investment menu

  • Independently Benchmark

  • Make recommendations

  • You have the final decision and liability

B

ERISA 3(38) FIDUCIARY

  • Analyze the investment menu

  • Independently Benchmark

  • Make recommendations

  • I make the final decision and take on the liability.

C

PLAN FIDUCIARY ADVISOR

  • ERISA guidelines and responsibilities

  • ERISA Fiduciary Oversight

  • ERISA Plan Investment Management

  • ERISA Plan Management

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