We understand the critical importance of fiduciary compliance. In choosing to serve as a co-fiduciary, we go beyond simply making recommendations; we take legal responsibility for our service and advice. See how we help ensure fiduciary compliance and mitigate liability risks with your retirement plan.
Important Roles of a Fiduciary for Retirement Plans
The fiduciary of a corporate retirement program has certain defined duties and responsibilities for maintaining compliance. As co-fiduciaries, we assist with these requirements, including:
Align Retirement Plan Advisors: Your Fiduciary Partner
You’re never alone with Align. You’ll be empowered to focus on the rest of your business knowing our team has the best interest of your company and employees constantly in mind. Companies we work with tell us our deep expertise and decades of experience in retirement plans is invaluable to them.