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PATH
PROCESS
METHOD
EMPLOYER
SERVICES
FIDUCIARY:
RESPONSIBILITY TO ACT IN
THE BEST INTEREST OF PLAN
PARTICIPANTS - AT ALL TIMES.
PATH
PATH
OPERATING A COMPLIANT RETIREMENT PLAN
Lay out an efficient path based on our retirement plan experience and knowledge:
Plan Design
Assistance
Investment
Assessment
Retirement
Readiness
Provider
Analysis
Fee
Benchmarking
Operational
Compliance Support
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
​
Together, we strive to help you manage your fiduciary liability by adhering to a prudent process where we review, evaluate, document, monitor, and focus on outcomes.
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