Fiduciary education & services
- 3(16) Fiduciary Roles and responsibilities under Employee Retirement Income Security Act (ERISA)
- Notifications of legislative, product and market changes
Investment Policy Statement Review (IPS)
- Create and maintain IPS for the plan
- Procedures surrounding the review of investment process.
- Fi360 Fiduciary Score system
Plan expense review & impact
- Ongoing discussion about fees and expense impact on the plan