You Might Ask

If you’re not exactly clear on the role of a retirement plan fiduciary – you’re not alone. We invite you to watch these short videos that explain the basics. Contact us anytime to talk about your situation and needs.

What is a Plan Fiduciary?


Are You a Plan Fiduciary?


Will There be Outside Fiduciaries?


What are My Responsibilities?


What can you Outsource?


How Can the Plan Avoid an Audit?


What to Do if You Get Notified of an IRS Audit?


Why is a Documented Process Essential?


Still Have Questions?

Please don’t hesitate to contact us via email, by phone or by sending us a message if you have any questions regarding your unique situation.