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Our ERISA Fiduciary Best Practices Audit is designed to strengthen your overall fiduciary process. We’ll evaluate your end to end due diligence process and let you know how it compares to fiduciary best practices observed from our years of experience.
In most cases, a small adjustment to a plan’s fiduciary process can result in marked improvement in process results.
Almost all of the effort is on our end. We simply need the availability of a member of your benefit team and access to your documents. Our observations and recommendations to you remain confidential.
The process can be done on sight or remotely. For most plans, we offer full day and half day reviews. For larger or more complex plans, we can prepare a custom proposal.
Contact us now to get more information on our Advisor Services!