Founded to address the growing need for independent fiduciary guidance, ERISA Fiduciary Services, Inc. partners with retirement plan sponsors to help them mitigate liability and improve plan outcomes for participants. The firm specializes in providing co-fiduciary (3(21)) and discretionary investment management (3(38)) services. Their core mission is to ensure that plan sponsors meet their obligations under the Employee Retirement Income Security Act of 1974 (ERISA) through a prudent and well-documented process for investment selection and monitoring.

Founded in

United States