SERVICES - Independent Fiduciary

You have wide responsibilities and broad mandates over your ERISA governed Plan – the steps below summarize what Plan Fiduciaries must take to be independent. FRM stands ready to assist you in focusing on these important steps.

What it means to be an Independent Plan Fiduciary

Where FRM can Step in as an Allocated Fiduciary to Your Plan

• Serve as Negotiating Fiduciary over Fees, Services and Fiduciary Exposure with Providers
• Provide Governance over Service Providers
• Assist in Governance over Your Internal Plan Staff (Treasury/Finance/HR/Risk Mgmt/Legal)
• Serve at the Plan Level Providing Investment Advisory Services as a Truly Independent party
• Develop and Implement Independent and Professional Employee Education Programs
• Serve as a Settlement Fiduciary
• Serve as an ESOP/Company Stock Fund Independent Fiduciary
• Provide Oversight and Direct Fiduciary Records Management
• Direct and Oversee Fiduciary Policy Development

Specific concerns? Click here to have FRM contact you