Fiduciary Services

A CUSTOMIZED APPROACH TAILORED TO YOUR UNIQUE BUSINESS NEEDS

Whether you need a complete fiduciary plan design, implementation and fiduciary monitoring of your 401(k) or 403(b) retirement plan, or need a particular service from our professionals; Sikich can help create a customized retirement benefit solution to meet your employee and business financial goals and objectives. Our experience as business leaders gives us the insights and expertise to recognize your needs and find the ideal plan.

STRATEGIC SOLUTIONS OFFERING A FULL RANGE OF BENEFITS

From training to transparency, Sikich delivers the comprehensive fiduciary solutions your business needs to compete in today’s competitive marketplace.

Education and Training

Plan Sponsor and Retirement Plan Committee Fiduciary Education to ensure all parties understand and acknowledge their basic fiduciary responsibilities under ERISA.

RETIREMENT PLAN FIDUCIARY ASSESSMENTS

Assist in helping you review current practices to determine if fiduciary shortfalls exist and recommendations for improving compliance.

VENDOR SEARCH AND SELECTION

Request and compare proposals received to determine best fit for your employer sponsored retirement plan.

OPEN ARCHITECTURE TRADING PLATFORM AND PROFESSIONALLY MANAGED PORTFOLIOS

Access to world-class mutual funds in each investment category for a true open architecture and revenue neutral investment-trading platform with managed model portfolios.

PRUDENT INVESTMENT PRACTICES

As a registered investment advisor and fiduciary as defined by ERISA, we can assist you in developing or maintaining the plan’s Investment Policy Statement to provide a documented due diligence process to select, monitor, remove and replace underperforming funds in the platform as required by plan sponsors under ERISA.

FULL AND TRANSPARENT FEE DISCLOSURE

Annual review of fees according to Department of Labor Model Fee Disclosure, including all revenue sharing payments, associated with operating the plan to ensure fees are fair and reasonable as required by plan sponsors under ERISA.

INSIGHTS AND INGENUITY FROM THE INDUSTRY EXPERTS AT SIKICH

Sikich has helped businesses big and small from all facets of industries find the right solutions to their specific fiduciary plan needs. Our professionals offer a full breadth of plan expertise along with the insightful industry understanding to evaluate and recommend the best solutions. Turn to the first name in retirement benefits for your one-of-a-kind business – partner with the plan specialists at Sikich.