http://www.gardnerwhite.com

 

 

Fiduciary Due Diligence
As a Retirement Plan Sponsor, you are held to high standards in maintaining a program that will remain on solid footing.
Fiduciary:
Anyone who exercises discretionary authority, or control, over the management of your plan. Fiduciaries have a duty of loyalty to the plan and are responsible for operating and managing the plan for the exclusive benefit of participants and their beneficiaries.
A Fiduciary must:
  • Select and monitor plan investments
  • Choose and monitor those who service the plan
  • Ensure that plan document provisions are adhered to by those operating the plan
  • Evaluate participant education and communication
  • Ensure that the plan meets the minimum standards of the IRC and ERISA
  • Ensure that plan expenses are reasonable
OnCourse is a Gardner & White proprietary resource for conducting investment fund fiduciary responsibility analysis.
Contact your Regional Gardner & White Representative for help in executing your fiduciary responsibilities.
Contact G&W

Consulting - Benefits Solutions - Plan Administration

Copyright 2013 Gallagher Benefit Services Inc. All right reserved. 201 West 103rd Street, Suite 505
Privacy Policy   Legal information and disclaimers regarding site usage. Indianapolis IN 46290
  Phone: 800.347.5737