Automating Fiduciary Controls
ERISA fiduciary compliance is a huge undertaking, is easily misjudged, relies heavily on manual labor, and in most cases is undermined by a lack of documentation. Making use of an automated process for fiduciary duty can reduce costs for an ERISA plan and its corporate sponsor.
The short video below describes an automated governance, risk management, and compliance solution tailored to the ERISA qualified plan community. The solution fits all sizes of organizations and does not require a change in their plan’s investment advisor or recordkeeper.