Participant Directed Qualified Plans/401(k) Plans
We are professional fiduciaries who utilize a highly consultative approach to provide the highest quality services to our clients. Reliance Trust will provide its services as an ERSIA Section 3(38) fiduciary as we seek to both provide best-of-breed investments and limit the exposure that our clients have to ERISA fiduciary liability.
- Creation & use of an investment policy statement for the plan’s assets
- Plan investment selection as a Section 3(38) investment manager
- Investment performance monitoring
- Reporting investment results to company plan committees
- Analyze/report/negotiate investment related fees paid to plan vendors