843 Quince Orchard Boulevard
The Lifetime Companies Offers a Complete Array of 3(21) and 3(38) Fiduciary Partnerships.
Empowered by objective, independent fiduciary advice, your retirement plan committee will receive:
This Due Diligence Checklist is intended to provide general guidance on certain steps that plan sponsors may take to stay in connection with their fiduciary responsibilities. This checklist is in no way a complete list. Consult with your attorney for specific advice regarding fiduciary responsibilities and ERISA compliance.