Tools

Retirement Program Assessment

The assessment is designed to provide a Plan Sponsor with valuable information regarding the overall state of their retirement program.  With this assessment, you will have a better understanding of your fiduciary risk, the opportunities to improve your offering, and validation regarding those aspects where you already meet best practices.  The assessment covers the following areas: Retirement Strategy and Viability, Plan Design, Fiduciary Compliance, Retirement Plan Committee Services, Financial Management, Legacy Plans, Investment Selection and Monitoring, and Executive Transition Services.

Assessment Tool Sample

FiduciaCare

FiduciaCare was built to assist Plan Sponsors and those who advise them with the tools needed to get the job done with minimal investment.  FiduciaCare includes on-line committee member education courses, document vault and storage for all plan documents, records, and activities, committee scheduling and communications functions, and a resource center on fiduciary developments.  FiduciaCare is guided by an advisory board that draws on the experience of some of the nation's leading attorneys.
 
For more information, go to www.FiduciaCare.com