Plan Guardian helps TPAs and financial consultants deliver the highest quality program by providing services that save time, reduce exposure to Fiduciary Liability, and address both Internal Revenue and Department of Labor compliance requirements.
Plan Guardian is an independent, non-biased retirement plan fiduciary coverage service. We act as a named plan fiduciary to help reduce plan sponsor liability, and ensure compliance with ERISA requirements. We help plan sponsors in the following areas:
We provide the complete package of fiduciary services for plan providers.
- Investment policy statement
- Quarterly monitoring, replacement and selection of core funds
- 404(c) qualification
- Plan benchmarking including review of all expenses
- Review of plan documentation
- Review of Employee Education
- Daily plan operational policies and procedures
We provide the complete package of fiduciary services for plan providers.