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Our client's unique situation and goals drive how we implement our proprietary fiduciary process that is designed to deliver measurable improvements across their plan, is documented, compliant with ERISA and defendable. As a plan fiduciary, we provide independent and unbiased advice and are motivated to always act in our client's best interests based on the highest ethical standards.
Plan Design, Compliance & Plan Documents
- Evaluate all plan documents and service agreements to ensure accuracy, meets goals and expectations
- Monitor and determine how new legislation impacts the plan
- Measure effectiveness of employer contributions, vesting schedules and overall plan design
- Maximize available safe-harbors to reduce fiduciary risks
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Did you know?
- IRS audits most commonly find that amendments to plan documents are not being adopted on a timely basis
- Failure to adopt new requirements to IRS Form 5500 and meet the annual filing deadline may result in a penalty of up to $1,100 for each day past the filing deadline
- Plan fiduciaries are still liable for each participant's investment decisions unless they fulfill over 20 steps that are required to be eligible for certain fiduciary relief under ERISA §404(c)