Fiduciary Governance for an ERISA Trustee


Funds Greatest Risk

ERISA trustees are predominantly overworked CFOs and HR Directors who have other pressing corporate responsibilities that, frankly, make becoming an ERISA fiduciary governance expert unrealistic.  Few plan trustees are familiar with their duties of care or fiduciary governance best practices.

For the most part these harried trustees want to do good for the plan beneficiaries, but they don’t know where they should start.

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We help trustees save time, reduce risk, and fulfill their fiduciary duties. What makes us unique is that trustee governance support is all we do.