Accredited Fiduciary Process
Performance, Protection and Successful Outcomes
Fiduciaries of employer-sponsored retirement plans hire a plan advisory or fiduciary services provider to meet their 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 of processes and and prudent practices for our clients to achieve goals for their plan.
These processes include a Fiduciary Governance Policy, Investment Selection & Monitoring Methodology and the prudent use of Department of Labor Fiduciary Safe Harbors.
Selection of the right vendor relationships are also critical in building and mantaining the best plan. Avoiding investment platforms with limited fund lists or proprietary requirements are key in achieving superior plan level and participant performance.
More on CecilCo Investment & Fiduciary Management-
Fiduciary Governance
Protection Through Process
Fund Selection & Monitoring
Pursuit of Performance
DOL Safe Harbors- Qualified Default Investment Alternatives (QDIA)
Creating Better Outcomes with "Do it For Me" Investment Solutions
Helpful Content
Fiduciary Guidance:
Fiduciary Education - A 10 minute video
Misperception of Fiduciary Risk
BrightScope 2016 Survey of Fees & Service
Investment Information:
Morningstar: Recent Month Fund Category Performance
News:
Robert Cecil goes to Capitol Hill to Speak to Congress about Retirement Policy & Tax Reform