As an independent fiduciary outsource option for employer-sponsored retirement plan administration, we provide a specialized and highly valuable service that supports businesses in meeting their fiduciary obligations while streamlining the complex responsibilities tied to retirement plan management. Our role is rooted in objectivity, transparency, and an unwavering commitment to serving the best interests of plan participants.
Employers often face significant pressure to comply with regulatory standards while also trying to manage day-to-day business operations. Retirement plans, particularly 401(k)s and similar offerings, come with strict governance requirements under ERISA and other federal laws. fiduciary wealth management when employers take on these fiduciary roles themselves, they also assume the associated liabilities. That’s where our expertise becomes essential. We take on the fiduciary responsibilities, assuming the legal burden and reducing the risk exposure for business owners and HR departments.
Because we are an independent provider, our services are free from conflicts of interest. We do not sell investment products, nor are we tied to any particular recordkeeper or financial institution. This allows us to maintain an unbiased approach in plan oversight, fee benchmarking, investment lineup selection, and vendor coordination. Our only focus is ensuring that the retirement plan is being run in a way that maximizes participant outcomes and complies with all applicable laws and fiduciary standards.
Our comprehensive outsourcing solutions include ongoing fiduciary governance, plan document maintenance, performance reviews, investment policy creation and monitoring, and audit support. We act as either a 3(16) administrative fiduciary or a 3(38) investment fiduciary—sometimes both—depending on the employer’s needs. This flexibility allows companies to retain control where they wish or delegate responsibility to us when they prefer to offload certain duties.
In addition to mitigating risk, our services drive efficiency. Employers can focus more on growing their business rather than managing the intricate details of retirement plan administration. Meanwhile, plan participants benefit from a well-structured, consistently monitored retirement program that supports long-term financial security.
Our value also lies in the proactive and responsive support we provide. From regulatory updates to plan design optimization, we ensure that every retirement plan we manage is agile, compliant, and competitive. By serving as a reliable partner in retirement plan governance, we help companies stay ahead of fiduciary responsibilities and industry best practices.
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