Fiduciary Support
Our advisors can help you understand your responsibilities and help you manage the retirement you offer your employees.
Plan Compliance & Fiduciary Support
By sponsoring a retirement plan, you’ve made an important investment in helping secure the future of your company’s most valuable asset – your employees.
As a plan sponsor and a plan fiduciary, you have taken on certain responsibilities, intended to protect the plan’s participants and beneficiaries, which were established by the Employee Retirement Income Security Act of 1974 (ERISA) and are monitored by the U. S. Department of Labor (DOL).
AssuredPartners Investment Advisors offers several services that can help you understand these responsibilities and help you manage your retirement plan, including:
- Training and education
- Fiduciary oversight reviews
- Policy and procedure development
- Plan and compliance testing
- Reporting
- ERISA consulting
Fiduciary Roles
Some plan sponsors feel confident making fiduciary investment decisions without assistance; however, it's not uncommon to feel uncomfortable bearing these responsibilities alone. In this case, plans sponsors may wish to transfer some or all of the related liability to a qualified investment professional. It is important to first understand the different types of fiduciary assistance that is available from financial professionals.
Blog
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of..