Fiduciary Assistance

Although there is no way in which to eliminate a plan sponsor’s fiduciary duties to the plan, WWK assists the plan sponsors to fulfill these obligations and reduce their liability. These services include:

• Drafting an Investment Policy Statement
• Monitor & Document Investment Performance
• Monitor & Document Ongoing Costs
• Providing Reprints of Relevant News Articles
• Updating plan sponsors on legislative changes
• Enrollment Meetings
• Annual Overall Review
• Host an annual Fiduciary Workshop
• Acting as an Independent Intermediary between the Trustee, investment managers, administrators and the retirement committee of your firm.