We believe business owners offer a 401(k) plan to employees to attract and retain valuable talent. That’s why we simplify all aspects of 401(k) plans for clients and help you become a better, more informed Fiduciary. As a 401(k) plan provider, you are a fiduciary of the plan. Do you know what it means to be a fiduciary?
Both David Wisehaupt and Stella Bray are Accredited Investment Fiduciaries® (AIF®) and stand ready to assist you in understanding your fiduciary duties, as well as develop a clear plan for implementing your process to discharge your fiduciary responsibilities.
If you are concerned about your liability as a plan fiduciary or are unclear of any aspect of your fiduciary role, contact us.
While there are challenges in providing a 401(k) plan to your employees, there are advantages in getting it right. We urge you to consult a qualified partner when completing your annual review of the plan. We will review your plan and discuss our findings with you, at no obligation.