As one of America’s oldest independent fiduciaries, we help employers offer better retirement plans.
Expertise You Can Depend On
A Fiduciary First
We were founded more than 80 years ago as a Named Plan fiduciary—long before the role formally existed under ERISA.
Uncompromised Oversight
As one of America’s oldest independent fiduciaries, our clients enjoy the confidence that comes from uncompromised and objective oversight.
A Higher Level of Responsibility
As a fiduciary, we provide expert oversight and in-depth knowledge, shouldering much of the work and legal responsibility for managing a retirement plan.
The Benefits of Outsourcing 3(16) Plan Administration
Learn how outsourcing 3(16) fiduciary responsibilities can be a strategic decision that delivers significant benefits
Current Thinking
Why Retirement Plan Oversight Belongs in the Boardroom
For banks and other financial institutions, fiduciary oversight of retirement plans has never been more important—or more consequential. Increased regulatory scrutiny, evolving legislation, read more
The Evolution of Pooled Employer Plans: What We’re Seeing Now—and What Comes Next
Since the introduction of Pooled Employer Plans (PEPs) through the SECURE Act of 2019, adoption has steadily accelerated as employers search for read more
Using Fiduciary Oversight to Grow Recordkeeper Relationships
Most of us understand that a retirement plan sponsor’s fiduciary duty to participants and beneficiaries is an important factor in running a plan. In fact, the read more
Reducing Recordkeeper Risk with Fiduciary Partnerships
We’ve all heard horror stories about do-it-yourselfers who create more chaos and expense instead of saving money. You know: the would-be auto mechanic read more
Pentegra 3(16) Fiduciary Overlay Services
Protect your retirement plan – with independent plan administration and oversight.
