Fiduciaries who need help… 

Do you know what it means to be a fiduciary?

No?

Don’t feel bad. You’re probably not alone.

The purpose of this site is to help you feel like you know what you’re doing. We’re here to help.

The site is a little bare bones right now. We’re going to keep working on it though. Check back soon, but in the meantime, take our quizzes!


Most Important Things for an Employer to Know

  1. Treat the Participants’ money like it is your own
  2. Operate the Plan for the benefit of all
  3. Know what it means to become a Participant in the Plan
  4. Understand which contributions are made to the Plan
  5. Know where your paperwork and forms are

Most Important Things for a Financial Professional to Know

  1. Treat the Participants’ money like it is your own
  2. Understand the relative cost/benefit ratio of what you suggest
  3. Ensure that you’re living up to your side of the 408(b)(2)
  4. Review the Funds offered in the Plan annually
  5. Offer to educate ALL the Participants in the Plan at least annually