Thoughtful implementation, HIGHEST FIDUCIARY STANDARDS
We apply a time-tested service model customized to meet a client’s specific needs. This approach allows our clients to focus on managing other human resources functions secure in the knowledge that the 401(k) tasks have been handled with diligence and expertise. Additionally, because we are fiduciaries, we take our oversight very seriously.
We begin by understanding, reviewing, and supplementing the governance structure. This may involve:
Creating an investment policy
Offering guidelines on how to structure a committee
Creating a fiduciary checklist
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