Taking on fiduciary responsibility means taking on real risk. Our fiduciary services are designed to shift that burden off your shoulders. By assuming key fiduciary roles under ERISA, we help protect plan sponsors, improve oversight, and ensure plans are managed with precision and accountability.

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3(16) Plan Administrator

Reduce your day-to-day fiduciary burden. As your 3(16) Plan Administrator, we take responsibility for core administrative functions — helping you stay compliant while lowering fiduciary risk.

Mastering the RFP Process: A Guide for HR Leaders, Trustees, and Business Decision-Makers

RFP Management

Are you paying reasonable fees for plan services? Our RFP Management process helps you confidently select service providers using a documented, ERISA-focused approach that stands up to scrutiny.

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Mergers & Acquisitions Compliance

ERISA issues can derail transactions if overlooked. We help you navigate plan transitions during mergers and acquisitions while keeping compliance risks under control.

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Directed Trustee

Protect plan assets with professional oversight. As Directed Trustee, we safeguard plan assets and execute transactions in accordance with ERISA requirements.

Fiduciary training session

ERISA Fiduciary Training Program

Fiduciary mistakes often come from lack of clarity. Our training program equips fiduciaries with practical knowledge to understand their responsibilities and make better, defensible decisions.

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401(k) Plan Design & Efficiency Review

Is your plan delivering value? Our independent review identifies inefficiencies, excessive fees, and improvement opportunities to help strengthen plan performance and compliance