In today’s increasingly litigious society, plan sponsors often focus on risk and liability management principles when designing benefit plan fiduciary structures.
Benefit Plans Plus takes a different approach by focusing on the responsibilities to plan participants and beneficiaries.
Custom Fiduciary CharterSM Benefit Plans Plus
A Custom Fiduciary CharterSM by Benefit Plans Plus is based on our philosophy that by focusing solely on its participants, a plan can implement appropriate training, systems and prudent processes to meet fiduciary requirements.
Fiduciary Governance & Structuring
Design a system and procedures to ensure plan personnel, operations, meetings and policies satisfy fiduciary standards.
Fiduciary Review
Review systems and procedures to ensure that the plan and fiduciaries comply with applicable laws and regulations. Helps you immediately identify, address and contain any problems.
Fiduciary Training
Design and provide basic and advanced training in fiduciary principles for directors, Boards of Trustees, ERISA and investment fiduciaries. We will also custom design a curriculum for your plan and specific needs.
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