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Our Approach to 401(k) Fiduciary Services

Prudence is determined by fiduciary conduct, not investment performance.  We understand the need to establish and follow a documented investment process for your company’s 401(k) plan.   

We can help ensure that this process is in accordance with established prudent investment practices and guidelines, which require independent, objective evaluation of plan investments.  This enables your company’s investment committee members to make informed investment decisions that serve the best interests of plan participants.  Consequently, the risk of personal liability attributable to plan fiduciaries can be reduced.