Fiduciary Governance Services

The complexity of 401(k) and 403(b) plans has never been greater. Often, plan sponsors are not fully aware of their risks and responsibilities as a retirement plan trustee. As a plan sponsor, your role makes you a plan fiduciary.

PlanPilot supports plan sponsors by embracing co-fiduciary status. Our comprehensive fiduciary oversight process ensures independent plan governance and monitoring. We assist in instituting prudent procedures and due diligence processes that protect plan fiduciaries by mitigating fiduciary liability.

A key differentiator is our fiduciary education process, which goes beyond informational content to include why this is important to you, the plan sponsor, and how to best implement risk control strategies. By implementing a solid fiduciary governance program, plan sponsors can fulfill their duties and build a solid fiduciary defense. Plaintiff’s counsel will be discouraged by the presence of documentation, which illustrates a strong defense.

At the heart of our fiduciary governance services is ongoing committee training. This training is supported by constant and consistent monitoring as illustrated.

Fiduciary Governance Services


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