We’re an Unbiased Fiduciary
Our Investment Committee’s goal is to deliver you and your employees an appropriate retirement investment roster and ensure that the roster is aligned with the Plan’s Investment Policy. We’re not a fund provider, so we take a balanced, unbiased view of selecting, reviewing and adjusting the fund roster for what we deem as suitable for retirement investing.
Every employer is responsible for ensuring their 401(k) is run in the best interest of its employees. When it comes to the investment offerings, a regular review of investments is required to provide a diverse, cost-effective lineup that helps minimize the chance of large losses. We take on this fiduciary duty for your plan, saving you time and energy and leveraging experts and tools that may be unavailable to companies doing this work internally. It also takes the investment roster management fiduciary risk and burden off your shoulders.