Retirement Plan Services
Experience a Commitment to Fiduciary Care
The Lifetime Companies Offers a Complete Array of 3(21) and 3(38) Fiduciary Partnerships.
- Full Request-For-Proposal (RFP) Search / Vender Analysis
- Benchmarking of retirement plan service providers.
- Assist with establishing a clearly defined and powerful governance process
- Investment Policy Statement (IPS) preparation assistance and review
- Regular investment monitoring reporting and review
- Investment Option Analysis, Recommendations, and/or Selection
- Investment Committee education and minutes
- Participant enrollment and education
- Fiduciary Vault – electronic storage of ALL historic documents, reports, minutes, etc.
Download Our
Retirement Plan Checklist
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.