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Fiduciary Oversight

Managing a plan is a significant responsibility, not only because of your commitment to your employees, but because of an increasingly regulatory environment that requires substantial knowledge and administrative obligation.

Our team shares this burden, developing investment policy statements and standards, educating your committee, and consulting on plan administration.

We offer a fully transparent Fiduciary Plan Review initially focusing on plan investments and expenses. This review will provide detailed metrics on investment performance and expense, while highlighting strengths and weaknesses with the current fund line up.  We can also provide peer group analysis of a plan’s costs relative to other plans of the same size. Our team includes AIF designees who work with your Investment Committee to assist you managing your fiduciary responsibilities.