Fiduciary Services

ERISA 3(38) Fiduciary

  One of the few areas where you can truly outsource fiduciary responsibility, and you should. As your ERISA 3(38) advisor, we assume the fiduciary responsibility for selecting and monitoring your plans investment menu. Don't settle for anything less.

Participant Advice

  A properly selected Qualified Default Investment Alternative will serve many participants. Many employees, especially those nearing retirement however, need a more sophisticated approach to asset allocation. We are able to provide direct investment advice to your participants.