The primary responsibility of a Plan Fiduciary is to run a plan solely in the interest of participants and beneficiaries.  As a Plan Fiduciary, you must act prudently and must diversify the plan's investments in order to minimize risk.   In addition, you must ensure that the terms of the plan document are followed (to the extent that the plan terms are consistent with ERISA).  Also, plan fiduciaries may not engage in transactions on behalf of the plan that benefit parties related to the plan.

 

We provide this fiduciary guidance on an on-going basis.  Our guidance begins with the establishment and ongoing review of best practices.  We will be certain you are kept abreast of regulatory and legislative changes that may otherwise lead to common areas of non-compliance.

 

Diversification does not assure a profit or protect against losses in declining markets and diversification cannot guarantee that
any objective or goal will be achieved.

 

 

 

 

 

  

 

 

© 2016 Plexus Financial Services, LLC