Ongoing Support


Legislation. Regulation. Litigation. Plan sponsors today are held to such a high standard that there is little room for error.  Having the right strategy to make sure you are meeting all your fiduciary responsibilities is a daunting task.  Call on our experience and knowledge to achieve your company goals.

Ongoing Services at a Glance


  • Fiduciary Monitoring System
  • Plan Reviews
  • 404(c) Compliance
  • Investment Review Meetings
  • Total Cost Analysis & Fee Benchmarking
  • Employee Education Seminars