Retirement Services
Retirement plan fiduciaries are held to very high legal standards under ERISA. To help meet these legal requirements, we provide plan sponsors with several different levels of service designed to meet their individual needs and circumstances. We offer independent, objective consulting and advice to effectively meet and manage ERISA standards.
Few plan sponsors or business owners have the training and resources to satisfy the high standards established by ERISA. However, ERISA permits fiduciaries and even, requires them, to seek assistance as needed. Our consulting services can help you meet and better understand the ERISA fiduciary standards.
Our 401(k) Profit Sharing and ESOP professionals can provide:
- Independent and objective consulting services
- An investment process that adheres to fiduciary procedures mandated by DOL and ERISA
- Investment analysis and evaluation of the mutual fund universe
- Assistance with the evaluation and selection of third-party administration services and costs
- Assistance with RFP’s
- Building your Investment Policy Statement
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White Paper | September 7, 2007
Evaluation of the Full Service Discretionary Trustee Services…
by Bruce Ashton & Debra Davis
Reish Luftman Reicher & Cohen, Attorneys at Law
