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We help you attract and keep talent by improving your plan’s design and making certain you are meeting your fiduciary responsibility.
We help you attract and keep talent by improving your plan’s design and making certain you are meeting your fiduciary responsibility.
What is your fiduciary responsibility?
As an employer with a defined contribution plan, your fiduciary duty means you are legally responsible for providing your employees with the highest standard of plan care.
Meeting your legal fiduciary responsibility
To help meet your fiduciary responsibility, we provide:
Improve your plan's design and function
We’ll become experts in your plan and work to improve it so that it functions better and meets the saving and investment needs of your participants. We implement or improve your:
Diversify your plan's investment menu
Our in-house investment team has constructed a highly-diverse investment menu, including:
We're serious about educating your employees
We really value education. To support your company, your plan and your employees, we provide comprehensive educational materials, including:
As your fiduciary advisor, we can assist your employees with their retirement accounts, help protect you legally, and make your life and your job easier.
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