How Can We Help Plan-Fiduciaries?

  • We provide a certified fiduciary training course developed by the fiduciary experts an Fi360 and delivered by a qualified instructor who has earned the AIF designation. 
  • We assist in the design and implementation of an investment policy statement (IPS) that facilitates consistent investment decision making, clarifies the roles and responsibilities, and documents all investment processes.
  • We help with benchmarking to ensure the fees, services, and investments in your plan are comparable to industry peers.
  • We offer a comprehensive course which covers the scope of fiduciary responsibilities and what plan fiduciaries need to do in order to fulfill those duties to the standard of care required by law.