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PLAN SPONSOR AS FIDUCIARY

–›  Retirement Planning   Retirement Plan Design | Retirement Security For Women

The highest level of trust is that of a fiduciary.  As stewards of other peoples’ wealth, a plan sponsor is entrusted with a great and grave responsibility.  The selection of a core menu of investment, the adequacy of discrimination testing and the accuracy of plan reporting to participants are but a few of the myriad of issues a plan sponsor must execute. 

Golin Consulting, LLC can assist you in making certain your employer acted in the best faith possible when setting up your plan or we can assist the employer in designing a plan that will work for all employees and confidently fulfill the duties of a Fiduciary.


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