Fiduciary Risk Assessment:

Retirement Plan Sponsors are threatened by huge potential personal liability under ERISA, bewildering and ever-changing regulations, difficulty in finding and overseeing superior money managers, information overload, and little ability to unravel and negotiate vendor pricing.

• OneFiduciary Group’s Assessment of Fiduciary Risk to include:
  1. Analyzes how well the organization meets a defined global fiduciary standard of excellence
  2. Review 38 key areas of fiduciary standards
• Additional OneFiduciary Group Risk Management Services:
  1. Ongoing Fiduciary Liability Management Services
  2. Prepare detailed written plan for on-going annual Plan management, with roles, responsibilities, deadlines and deliverables.
• Merger and Acquisition support and analysis for qualified plans
• Provide any other customized services.