Having been advisors to retirement plan sponsors for more than 20 years, we recognize this basic truth: being a fiduciary can be challenging. Retirement plan investment committee members have a great deal of legal and ethical responsibility in representing the best interests of participants.
That’s why we created Blueprints, a fiduciary training manual for committee members. Blueprints is designed to provide retirement plan committee members with an understanding of their responsibilities as a fiduciary and the background knowledge required to fulfill those responsibilities.
Take a look at the video below to watch a brief overview of what’s in Blueprints.
We are pleased to provide this tool to our clients, and think it will be of tremendous value. For more information about Blueprints, contact your advisor.