Fiduciary Responsibility

  • Fiduciary Lines of Authority and Risk Reduction
  • Liability Reduction and Management
  • 408(b)(2) Fees, Costs and Expenses Analysis and Opinions
  • Participant Disclosure and Reporting and Disclosures
  • Investment Policies
  • Investment Committee Function
  • Monitoring and Management Functions
  • Dispute Prevention
  • Financial Advisor Assistance Program
  • Coordination and Assistance to Financial Advisors
  • Requests for Proposals and for Information (RPF/RFI) for all plan functions, advisors, TPAs, accountants