Employee benefit plans, particularly defined contribution plans, must be properly invested and managed to be successful and compliant. As part of their fiduciary obligations, plan sponsors too often overlook these critically important aspects of plan design and administration when they delegate or over-delegate aspects to outside advisors and consultants. A comprehensive review of your plan's administrative procedures and investment menu or investment policy by Employee Benefits Law Group will help ensure that you are adhering to your fiduciary responsibilities regarding the oversight of your plan administration and investments. This review also provides plan sponsors with a better understanding of their responsibilities regarding the day-to-day operations of administering their plans.
We offer compliance help to investment advisors that’s backed by years of experience.
Due to shifting economic conditions, changing actuarial assumptions and increasingly complex regulations, it's more important than ever for fiduciaries of defined benefit plans to understand how the design, administration, investment and funding of defined benefit plans must be coordinated and viewed together with the budget and financial statements of the plan sponsor.
We have a proven track record of coordinating the design, administration, investment and funding of defined benefit plans within the budget and financial statements of plan sponsors.
Beyond the review stage, we also assist retirement plan advisors to adopt and implement best-in-class business practices that make their practices attractive to plan fiduciaries.
By working with Employee Benefits Law Group, you'll have access to a broad suite of fiduciary compliance services. We can help sponsors and fiduciaries: