How Can We Mitigate Risk?
Being a plan fiduciary can be daunting. We are here to help.
For our clients who wish us to share their investment fiduciary responsibility, we have the flexibility to become ERISA 3(21) fiduciary advisors. We will review and recommend investment options for the plan, while you remain in the driver’s seat, making the ultimate decisions.
While it is important for the plan committee to follow well-defined practices, it is also critical to maintain proper documentation of those practices. Atlanta Retirement Partners will assist you in the preparation of the Investment Policy Statement, and then help you work within its guidelines, recommending replacement investment options as needed.