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.