Most ERISA litigation settlement has resulted in the Plan having to hire an Independent Fiduciary. With out services you can add an expert to your committee to help evaluate and document all aspects of your plan operations and fiduciary decisions. We do this as a co-fiduciary to your plan.
When you don't have the infrastructure and want to mitigate some of the burden on your staff we can help. You can delegate the operations and the fiduciary responsibility to the ERISA SMART team, We offer outsourcing for plan administration, named fiduciary and payroll integration.
Do you know what your participants want out of their retirement plan or are you being told what they want by the service providers who have a vested interest? SMART IQ is a proprietary surveying method that will allow you to design features that truly benefit your plan's participants.