Fiduciary Oversight

Traditional and social media has increased awareness of retirement plan fees and fiduciary practices with your employees.  Unfortunately, the media has not lacked for stories.  Class-action law suits have been filed against major corporations with positive settlements and the agencies that oversee employer-sponsored retirement plans and protect the interests of your employees are more active than ever.

Fiduciaries who have not kept fees in check or lack prudent processes risk unwanted attention.  How do you measure up?  Our fiduciary processes provide peace of mind for our clients while leading to better outcomes for employees.

Our processes provide support with:

  • Plan Governance – Retirement committee charters, meeting facilitation and minutes, file maintenance procedures, secure fiduciary document access and comprehensive fiduciary checklists  
  • Fiduciary Training – New fiduciary orientation, ongoing fiduciary education, seminars on current trends and legislative activity
  • Service Provider Management – Selection of a recordkeeper that meets the needs of you and your participants, conduct formal provider search processes as needed, problem resolution and expectation management

 

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Ready to learn how Fiducia Group can become your trusted partner? Get in touch to learn more about our best-practices processes and what we can do for you. 

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