ERISA INSIDER
We are passionate about helping you navigate ERISA compliance so you can confidently ensure your Plan’s success with trusted advice and reduced fiduciary liability. In this video series we will bring you short video updates to help you keep your Plan on track.
Responsibilities, Roles and Duties of an ESOP Independent Trustee.
This video gives a quick overview of the Responsibilities, Roles and Duties of an ESOP Independent Trustee.
The role of an independent trustee is vital for the successful operation of an ESOP. Download our Roles & Responsibilities overview so you can be confident about what an independent trustee will do for your business.
Outsourcing your Employee Benefit Plan RFP process to an ERISA Independent Fiduciary.
In this video, we cover key steps for outsourcing your Employee Benefit Plan RFP process to an ERISA Independent Fiduciary.
Our RFP process typically takes between 12 and 16 weeks to complete. Download our Independent Fiduciary RFP Services timeline & activities outlining the key steps you need to consider as part of your RFP process.