Fiduciary Plan Review

An All-Encompassing deliverable of the Fiduciary Fitness Program, the Fiduciary Plan ReviewTM provides education, documentation and plan metrics to meet fiduciary responsibilities and improve operational efficiency.

  • Evaulates plan design and compliance issues
  • Charts participation, deferral rates and plan performance
  • Benchmarking of Total Plan Cost
  • 404(c) Notice Statement
  • Compliance Checklist
  • Investment Committee Charter
  • Ongoing Best Practices

Fiduciary Plan Review art