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Accredited Fiduciary Process

Performance, Protection and Successful Outcomes

Fiduciaries of employer-sponsored retirement plans hire a plan advisory or fiduciary services provider to help them meet their compliance responsibilities under the Employee Retirement Income Security Act (ERISA) and to improve the probability that their employees' retirement investment goals will be achieved.

CecilCo is a dedicated Plan Advisor and Accredited Investment Fiduciary Analyst.  We keep abreast of changes in the industry and in the regulatory environment and we interpret relevant developments for our clients.

We create a custom set of processes and prudent practices for our clients to achieve goals for their plan.

These processes include:

  • Fiduciary Education for Committee Members

  • Fiduciary Governance Policy

  • Investment Selection & Monitoring Methodology

  • Benchmarking of Investment Fees & Service Costs

  • Department of Labor Fiduciary Safe Harbors.

  • Documentation of Processes & Actions

Recordkeeper or Investment Platform Selection

Selection of the right recordkeeper relationship is critical in building and maintaining the best plan.  Our minimum Investment requirements are:

  • No Proprietary Fund Requirements

  • Totally Transparent Fee Structure 

  • Institutional Share Classes in all fund Categories

More on CecilCo Investment & Fiduciary Management-

Fiduciary Governance
   Protection Through Process

Understanding Fees

   Is Fee Leveling Right for Your Plan

Fund Selection & Monitoring
   Pursuit of Performance

DOL Safe Harbors- Qualified Default Investment Alternatives (QDIA)
   Creating Better Outcomes with "Do it For Me" Investment Solutions