Communication and Education Services

We have the ERISA and regulatory expertise to help you maximize the utilization of the plan while protecting you as a fiduciary, and educational materials designed specifically for the plan sponsor and trustees.  We educate fiduciaries on their responsibilities, liabilities, and how to implement prudent processes managing their retirement plan.

We can provide you with the guidance and advice necessary to minimize the confusion any future regulatory actions (Example: the new ERISA 404(a)(5)) will create with your participants.