Governance Support for ERISA Trustees

We help ERISA trustees fulfill their responsibilities, save time & reduce risk.

It’s hard to be an ERISA trustee. Many plan trustees have other pressing corporate responsibilities, and few have the time or experience to become fiduciary governance experts. Too often plan trustees adopt a “set it and forget it” approach to plan governance or rely excessively on the investment consultants to develop and maintain the governance protocols.

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We develop the policies and procedures manual that the investment committee should have adopted but never got around to.

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We execute on the procedures the committee has adopted because a policy without execution is worse than no policy at all.

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We curate the committee's books and records because the plan beneficiaries and their legal representatives have a right to review these documents.

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“My attorney didn’t know the answers to my questions. And the referral from my attorney didn’t know the answers. But the Anodos team had an intimate understanding of the investment, tax and governance issues I was facing as a trustee.”  

- Gilbert F.

Trustee

"Not only does this firm understand the fiduciary duty issues thoroughly; they are enormously helpful in applying the standards of care to a particular situation. Perhaps most helpful is their willingness to accommodate our schedule. Overall a very positive experience and an excellent work product."

- Scott S.

Esq. and Trustee (Massachusetts)

"I had a nagging feeling that the investment manager the prior trustee was using wasn't very good, but I could never prove it. It was helpful to have Anodos do a thorough, independent review of the facts."  

- Greg H.

CPA and Trustee (California)

"Having Anodos help us conduct our manager search gave the Fiduciary Committee a great sense of peace that we were fulfilling our ERISA duties of care during this important transition."  

- Samir G.

CPA and Trustee (California)

Schedule a conversation

Wondering if Anodos Governance Support is right for your plan? Schedule a conversation to discuss your unique situation. During this 20-minute call we’ll help you answer the following questions:

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What are my duties of care under the U.S. Code and the Code of Federal Regulations?

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What are governance best-practices for plans of my size and complexity?

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How can the investment committee minimize the risk to its members and the plan sponsor?