PATH
PROCESS
METHOD
EMPLOYER
SERVICES

FIDUCIARY:
RESPONSIBILITY TO ACT IN
THE BEST INTEREST OF PLAN
PARTICIPANTS - AT ALL TIMES.
PATH
PROCESS
PROCESS
MANAGING YOUR FIDUCIARY RISK
We work beside you to outline an
investment review process as we
help you evaluate:
» Overall Plan Costs
» Service Provider Offering
» Plan Design Assessment
» Investment Lineup
» Fund Performance
» Transactional Compliance
