Additional Services

Additional Services for Retirement Plan Sponsors & Employers

Sometimes it’s good to have a second opinion from an objective, qualified outside source. Investor Solutions will accept limited engagement consulting assignments on the following issues:

Fiduciary Consulting and Evaluation

Are your fiduciary practices compliant, prudent, etc? Or do you subject yourself to unnecessary personal and corporate liability? Do you have processes in place that satisfy ERISA requirements, and are consistent with industry best practices?

Fiduciary Training and Board Member Orientation

Board members are fiduciaries with clearly defined obligations and liabilities. They should understand what is expected of them, what their liability is, steps that they must take to mitigate that liability and set up a compliant ERISA process.