1. Fiduciary Service Program 3(38) Plan Design Plus Ongoing Fiduciary Governance Fiduciary Training Customized Plan Design and Annual Plan Review by TPA’s and CPA’s to help establish and maintain a proper retirement plan. Establishing and following a sound fiduciary governance process is vital to good decision making and proper fiduciary discharge. We help you develop and implement the optimal organization and governance design for your plan. We’ll produce quarterly fiduciary mandate monitoring reports along with a complete fiduciary audit file binder equipped with all the applicable items required of a fiduciary as part of our fiduciary responsibility that ultimately assists in alleviating the fiduciary burden off of the plan sponsor. We offer fiduciary education for plan sponsors and their fiduciaries. We’ll explain general fiduciary principals and provide practical suggestions on how fiduciary liability can be mitigated through procedural prudence. We’ll also provide you with essential sample tools that will help you fulfill your ERISA fiduciary duties.

2. Fiduciary Service Program 3(38) Fiduciary Based Plan Design Ongoing Fiduciary Governance Fiduciary Training Investment Policy Statement 404c Compliance Full and Complete Fee Disclosure Fiduciary Investment Monitoring Fiduciary Audit File Fully Diversified Model Portfolios Independent Fiduciary on behalf of Plan Sponsor Fiduciary Liability Insurance Investment Philosophy Specific Lineups

3. Fiduciary Service Program 3(21) Plan Design Plus Ongoing Fiduciary Governance Fiduciary Training Customized Plan Design and Annual Plan Review by TPA’s and CPA’s to help establish and maintain a proper retirement plan. Establishing and following a sound fiduciary governance process is vital to good decision making and proper fiduciary discharge. We help you develop and implement the optimal organization and governance design for your plan. We offer fiduciary education for plan sponsors and their fiduciaries. We’ll explain general fiduciary principals and provide practical suggestions on how fiduciary liability can be mitigated through procedural prudence. We’ll also provide you with essential sample tools that will help you fulfill your ERISA fiduciary duties.

4. Fiduciary Service Program 3(21) Fiduciary Based Plan Design Ongoing Fiduciary Governance Fiduciary Training Investment Policy Statement 404c Compliance Full and Complete Fee Disclosure Fiduciary Investment Monitoring Fiduciary Audit File Independent Fiduciary on behalf of Plan Sponsor Fiduciary Liability Insurance