Broker Check

Trustees of Retirement Plans

Investec provides institutional consulting to corporate retirement plans. Our team of experienced professionals is eminently qualified to help corporate officers, directors, and their investment committee members ensure that they:

Clearly understand their investment fiduciary obligations.

Have the appropriate tools necessary to perform their duties with integrity and competence.

Take measures that will assure these fiduciaries that they have met their responsibilities to participant employees, in an independent and objective manner.

In addition, Investec is able to provide independent oversight and review of investment options provided to employees, including the ongoing monitoring of each alternative.

Company officers, directors, and investment committees are considered fiduciaries of the 401(k) and defined benefit plans they sponsor for their employees. As fiduciaries, their personal assets are at risk if a court determines they have not fulfilled their responsibilities as required by law.

As independent consultants, we can assist you in determining where your firm may be deficient in meeting these responsibilities. We can assist on an on-going basis in the execution of the required due diligence, investment reporting and performance evaluation that have become so important today in meeting the expectations set by the Department of Labor for appropriate investment oversight.