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Are you Fulfilling your fiduciary duties?


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Are you Fulfilling your fiduciary duties?

  1. 1. Are You fulfilling your fiduciary duties? The Segrust Group, Retirement Plan Consulting Division <ul><li>As a fiduciary “Best Practice” you should conduct and document a due diligence review of your plan every 2 to 3 years. Can you answer the following questions about your plan? </li></ul><ul><li>Are your fees and expenses reasonable for what your participants receive? </li></ul><ul><li>Are your investments performing as outlined by your Investment Policy statement? </li></ul><ul><li>Is your educational program effective? </li></ul><ul><li>When is the last time you and your provider reviewed your fiduciary process? </li></ul><ul><li>Question : How do you find out the answers? </li></ul>
  2. 2. Answer: We’ll conduct an Executive Retirement Plan Assessment for you. <ul><li>What is it? </li></ul><ul><li>Compares retirement plan investment performance to industry benchmarks </li></ul><ul><li>Monitors effectiveness of the education process </li></ul><ul><li>Compares fees and expenses to company’s peer group </li></ul><ul><li>Reviews status of fiduciary responsibilities and processes for compliance </li></ul>What’s next ?
  3. 3. <ul><li>It’s Simple. Request a report ! </li></ul><ul><ul><ul><li>-Call us at 866-966-9724 </li></ul></ul></ul><ul><ul><ul><li>-Visit us at </li></ul></ul></ul><ul><ul><ul><li>This service will help you address your fiduciary duties at no obligation. </li></ul></ul></ul>