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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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