There is no question that considerable liability is placed on plan fiduciaries. In fact, ERISA Section 409(a) imposes personal liability on fiduciaries that breach their duties. That’s why we partner with independent fiduciary advisors under ERISA(3)(38) who specifically accept their fiduciary status and discretion – in writing. Through delegation, we help ease fiduciary burden.
To the right is a diagram that displays the fiduciary spectrum of support Plan Sponsors receive.
While most retirement plans are only protected at the Trustee Directed 401k through Open Architecture levels, we can help you attain significantly more relief with Advisors who will serve at the 3(38) and 3(16) levels of fiduciary support.
Enjoy unfettered access to over 21,600 mutual funds and ETFs.
Through our affiliation with The Advisor Lab, LLC, PCS and Alpha Financial Planners provide an Annual Retirement Plan Review, benchmarking your plan investments, fees, and utilization against other plans of similar size and in your industry.
Unlike many bundled products, our independent platform makes it easy to know who you are paying and for what services.
An interactive online enrollment process and easily accessible participant education tools are just a few of the many aspects that make our pre-to-post enrollment process engaging and effective.