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-
Protection Through Process
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