Outsourced Chief Fiduciary Officer Services

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Forward-thinking companies formally appoint us to their Chair their retirement committee or serve as a voting member to design and deliver competitive retirement programs that manage risk and help their people retire with dignity.
Make data-driven fiduciary decisions with confidence

We cut through the noise to reveal the insights you need to make good fiduciary decisions, minimize risk, and sleep better at night. And as a formal committee member, we take an expanded fiduciary role that truly aligns our interests.

Save Money. Save Time. Get Results

We help you quickly diagnose any issues with your plan, where you need to focus your attention, and then we fix them for you.

Become a HERO to Your Employees

Offering an exceptional retirement program to your employees builds trust, increases confidence, and makes you an employer of choice.

We provide the following comprehensive services

Offering a great retirement plan to your employees while navigating the rapidly-changing fiduciary landscape has never been more difficult. That’s why companies who want to provide retirement security to their people while gaining the confidence they’re on a solid fiduciary footing turn to us. Led by one of the retirement industry's most well-respected experts and using industry-leading tools and innovative methodologies, we focus on helping you solve today’s problems while staying ahead of the (k)urve on tomorrow’s issues

Services such as fiduciary training, recordkeeper/advisor RFPs, and fee consulting can be provided on a standalone basis. Have questions or want to explore your possibilities? Contact us to schedule a short discovery call.

Outsourced committee chair/member appointments

You can formally appoint us as your retirement committee chair to facilitate your fiduciary oversight process.

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Fiduciary training

We provide comprehensive fiduciary training for your committee with a focus on real-world issues and insights using our proprietary Fiduciary U™ curriculum developed in consultation with Fred Reish, one of the country's leading ERISA attorneys.

Fee analysis, benchmarking, and negotiation

We verify your plan fees are right-sized, transparent, and that the marketplace is treating you and your people fairly. We negotiate on your behalf when fees are misaligned.

Vendor management, search, and selection

We run the RFP process to help you select the right recordkeeper and/or advisor for your plan. Post-sale, we help hold your vendors accountable to ensure they are keeping their promises and following through on their commitments so you don't have to.

IPS design and investment monitoring

We assist the committee with developing an investment policy statement (IPS) and participate in the monitoring of your plan's investments and the performance of investment managers or advisors.

Plan design consulting

We make sure your plan is aligned with evidence-based research and proven strategies to increase participation, deferral rates and diversification.

Fiduciary decision-making documentation

We work closely with our fellow committee members to analyze, formally document, and retain fiduciary decisions.

Strategic plan management

We develop a multi-year strategic plan for your 401(k) or 403(b) plan, identifying key objectives and results to target so that we can measure our collective success.

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Get in touch

Have questions or want to explore your possibilities? Schedule a short discovery call.

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Customization

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Components

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