We can help you reduce your fiduciary risk in several ways. First, we serve as either a 3(21) investment fiduciary (a co-fiduciary with you) or as a 3(38) investment fiduciary (the investment fiduciary) on your plan, significantly reducing your investment fiduciary risk/liability. Then we can help you reduce your administrative fiduciary risk by helping you with payroll integration, setting up loan and distribution approval, and reviewing administrative fiduciaries and helping you delegate that risk to others.
