Fulfilling fiduciary responsibilities

Under the Employment Retirement Income Security Act (ERISA), plan sponsors have fiduciary responsibility and must fulfill certain duties and obligations with respect to plan administration and management.

We make it easy to fulfill your fiduciary role

We provide procedures and structures to help plan sponsors document plan processes, establish and adhere to plan policies, and ensure they are on track with meeting your fiduciary responsibility.

We deliver investment expertise

We eliminate the need for the plan sponsor to become an expert in investments, saving you time so you can focus on your business. We manage the plan’s investment options and help reduce liability associated with investment selection and monitoring.

Contact Our Retirement Specialists Today

Take the next step. Call our retirement specialists today at (214) 891-8131 to discuss the workplace savings plan that may be right for you and your business. Or, contact us via the form below and one of our retirement plan specialists will respond to your inquiry.