FeeSource™ is an independent management solution for the 408(b)2 and 404(a)5 disclosures. Sponsors of ERISA covered defined benefit & contribution plans must take additional steps to ensure plan fees, expenses & compensation arrangements are fully disclosed to them & where participant directed accounts exist, provide fee, expense & investment information to participants. Are you prepared?
Fiduciary Plan Governance, LLC exists because in more than 20 years of working with trustees, boards and plan sponsors, we have learned that fiduciaries desperately want unbiased expert help and advice.
FPG has no agenda other than helping fiduciaries and their advisors in understanding their responsibilities, evaluating how well they are managing them, implementing procedures to fulfill those responsibilities and providing ongoing monitoring to ensure continued compliance with evolving “best practice standards.
With the expertise of former Department of Labor Senior Investigators as well as ERISA legal and compliance specialists, FPG acts solely in the interests of the plan, the trust, the participants and beneficiaries.
We will guide you through a rigorous but user-friendly fiduciary practices review.
We will undertake a detailed review of your plan, focusing on plan cost and services.
We will objectively assess, evaluate and benchmark the range of investment opportunities available from your provider.
We will conduct an in-depth review and assessment of your current investment advisor/broker.