Also known as: FiduciaryPro
I'm an Accredited Investment Fiduciary (AIF) with over twenty-five years experience in ERISA stewardship, wealth management, and public accounting. My practice is focused on leading small to mid market (k) committees through intricate oversight functions unique to ERISA fiduciaries. The scope of these engagements mandate fiduciary status and can not be replicated by nonfiduciary vendors or suitabillity standard investment advisers. Specialties (k) Participant Investment Advice Fiduciary Management Programs Fiduciary Compliance Audits Vendor RFPs Vendor Benchmarking Negotiation Investment Policy Creation Maintenance Investment Manager Mutual Fund Evaluations
