Reinventing Retirement Benefit Consulting, Realizing Results

Fiduciary Risk Management

Good governance goes beyond fiduciary duties and encompasses all actions and decisions you undertake in the administration and management of your plan:

With our full suite of risk management tools, SRG can perform co-fiduciary functions to manage your plan’s risk exposure and keep your plan up-to-date on the latest legislation and regulations.

Services Include:

  • Formalize fiduciary structures and processes
  • Development of an Investment Policy Statement (IPS), including:
    • Investment objectives
    • Risk criteria
    • Allowable investments
    • Service expectations
  • Implement industry best practices to remain compliant with changing regulations
  • Investment Committee Education, Training and Meeting Facilitation

The Result: A Fiduciary structure for plan process management and oversight that adheres to industry best practices to help ensure your plan is up-to-date and compliant so you can manage your plan’s risk exposure.