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Fiduciary Due Diligence
Some questions that you should ask are:
- Is there an Investment Policy Statement in place?
- Does the IPS define the duties and responsibilities of all parties involved?
- Are the fees charged considered and documented to be fair and reasonable?
- Have all fiduciaries been identified?
- Have fiduciaries acknowledged their status, duties and responsibilities in writing?
"Increasingly complex legislative hurdles of the Retirement Plan market place make it more critical than ever that Plan Trustees engage an expert advisor who fully understands the laws and can protect them as Plan Fiduciaries."
-Eric Pressler