Fiduciary Consulting Group Retirement Plan Fiduciary Services Defining a Retirement Plan Standard of Excellence Serving Employees, Protecting Employers
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Larry Crocker
P O ●●●●1388
Murf●●●●boro , Tennessee, 37129
United States
View this contact
Larry Crocker
P O ●●●●1388
Murf●●●●boro , Tennessee, 37129
United States
View this contact
Larry Crocker
P O ●●●●1388
Murf●●●●boro , Tennessee, 37129
United States
View this contact
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Fiduciary Consulting Group - Retirement Plan Fiduciary Services | ifiduciary.com Reviews
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Fiduciary Consulting Group Retirement Plan Fiduciary Services Defining a Retirement Plan Standard of Excellence Serving Employees, Protecting Employers
ifiduciary.com
Proposal Request Form
https://www.ifiduciary.com/proposal-request-form.html
3(16) Fiduciary Management Solutions. Third Party Administrator Name:. Third Party Administrator E-mail:. Third Party Administrator Phone:. Number of Plan Participants: *. Type of Plan *. Service Provider Assessment Specific project. Full Service Fiduciary MGMT. Check here to receive email updates. Briefly describe the Company’s goals and objectives for sponsoring a retirement plan: *. Thank you for contacting us! If needed, you will hear back within 48-72 hours. P O Box 11408. Murfreesboro, TN 37129.
Services Defined
https://www.ifiduciary.com/services-defined.html
3(16) Fiduciary Management Solutions. Back to Services Home. Level #1 Project Engagement (sample list). Sponsors, board of directors, trustees, committees. Broker/dealers, RIAs, industry service providers, institutional clients, etc. Periodic plan compliance reviews. Annual DoL 408(b)(2) compliance analysis and documentation. RFP / Market analysis and benchmarking. Level #2 Consulting Services (sample list). Plan Management / Operations. Level #3 Delegated Responsibilities (sample list). Operational and ...
Firm Qualifications
https://www.ifiduciary.com/firm-qualifications.html
3(16) Fiduciary Management Solutions. Partners and Staff Credentials:. Accredited Investment Fiduciary Analyst (AIFA). Master of Business Administration (MBA). Chartered Retirement Plans Specialist (CRPS). Accredited Asset Management Specialist (AAMS). Accredited Investment Fiduciary (AIF). Certified Retirement Services Professional (CRSP). PLANSPONSOR Retirement Professional (PRP). Professional Plan Consultant (PPC). Global Fiduciary Strategist (GFS). Certified Plan Fiduciary Adviser (CPFA).
FAQs
https://www.ifiduciary.com/faqs.html
3(16) Fiduciary Management Solutions. 1 ERISA FIDUCIARY ROLES. Individuals that provide advice 3(21). Others that owe a duty of loyalty OR act with authority or control over the management of the plan or the plan’s assets 3(21). Fiduciary Responsibility Cannot Be Delegated. A named fiduciary will not be liable for acts and omissions of other named fiduciaries in carrying out fiduciary responsibilities which have been allocated to them. 29 CFR 2509-75.8. 3 A fiduciary must discharge their duties.
Fiduciary Consulting Group - Retirement Plan Fiduciary Services
https://www.ifiduciary.com/home.html
3(16) Fiduciary Management Solutions. Bruce L. Ashton. Under ERISA, employers that sponsor a plan need expertise in investing and plan administration which few have, and they're exposed to liability for mistakes. One way to shield themselves - probably the best way - is to hire experts to take on the fiduciary role, experts who are free from conflicts of interest that could cloud their judgment and leave the employer vulnerable.". Governance and Compliance Consulting. Securing a successful plan. Independ...
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Fiduciary Consulting Group - Retirement Plan Fiduciary Services
3(16) Fiduciary Management Solutions. Securing a successful plan. Employers make a significant investment in time and expense in order to provide their employees a quality retirement program. In addition, there have been significant changes in the regulatory environment in recent years. These changes have created challenges and risks for those responsible for managing these retirement programs. A credible effective fiduciary solution for your clients. Plan sponsors / Institutional clients. P O Box 11408.
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