Fiduciary Support and Education

With more scrutiny placed on plan sponsors today to meet fiduciary obligations, Incline Pension Consulting provides educational resources and solutions aimed at helping mitigate employer liability, including assistance with the implementation of plan policies and procedures.

Fiduciary Support Offered:

  • Training and education on plan investment and retirement
  • Comprehensive fiduciary reviews
  • Assist with the development of policies and procedures
  • Aimed at creating a culture of compliance through proper documentation
  • Regular review of service providers