We team with financial advisors to offer a complete package of fiduciary protection to your clients.
We aren’t financial advisors and we cannot act as 3(21) or 3(38) fiduciaries to your clients' plans. However, we can add 3(16) fiduciary administration services to insulate your client from the common fiduciary errors they make in administering their plan. Your client gets to keep working with all their current service providers so there is no need to change where their investments are currently custodied.