Find out if you have 401k issues with our FREE review!

FREE 29 minute review in your office (we will bring the 5500)

FREE fiduciary responsibility basic check list

  • Is your plan in danger of inviting a DOL audit?
  • Were you hit with extra fees because of Regulation 404(a)(5)?
  • Has your investment sponsor or insurance carrier been downgraded?
  • Is your ERISA difelity bond adequate?
  • Does your current provider offer fiduciary assurances on your investment lineup?
  • Is your IPS (Investment Policy Statement) up-to-date?

We can reduce your fiduciary liability with our exclusive Fiduciary Standards Warranty! Our warranty protects you and your employees. We will bear the reasonable cost—including attorney fees—of depending on a claim that is subject to our warranty.