Retirement Plan Solutions
Do You Know Your Fiduciary Responsibility?
As a trustee, your fiduciary responsibility is too important to overlook. Are you fulfilling your duty as an Investment Steward?
- Is your retirement plan designed to meet both company and employee needs?
- Where can employees receive financial advice?
- Is investment due diligence conducted on a periodic basis?
- How is risk being evaluated and mitigated?
- Are you following your Investment Policy Statement? How are you documenting your fiduciary responsibilities?