| SERVICES
We
Focus on Two Areas to Reduce Your Fiduciary Risk and Enhance
Your Fiduciary Governance
Fiduciary
Review /Litigation Avoidance – Our purpose
is to help you avoid litigation. A review by us will both
improve your plan governance and discourage litigation. Our
services in this area include:
- Investment
Fiduciary Review
- Governance
Review
- Service
Provider Review
- Fiduciary
Communications and Participant Education Review
- Fiduciary
Training for Company Directors/Board Members
- General
Fiduciary Consulting and On-going Fiduciary Assistance
Independent
Fiduciary Services – You may lack expertise,
time, inclination or appetite for the additional liability
over events, day to day operations or specific transactions.
Let FRM assist you in these capacities:
- Settlement,
transaction or Company Stock/ESOP Fiduciary
- Transaction
Fiduciary (Typically a Prohibited Transaction Exemption
submission under PTE 2003-39)
- General
Fiduciary duties – be a member of a plan/investment
committee and be a fiduciary to the plan.
- Investment
Fiduciary
- Company
Stock/ESOP Fiduciary
- Plan
Operations Bankrupt Fiduciary
- Service
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