Providing independent advice and fiduciary guidance to corporate and non-profit employer
GVA Retirement Partners help you to minimize investment fiduciary risk, increase efficiency, and provide your employees the superior service they expect
As a plan sponsor, you play a dual role in your company-sponsored retirement plan, no matter how many (or how few) participants you have. Because you are both plan sponsor and plan fiduciary, you have many duties – and face many types of risks.
You are responsible for:
• Selecting an appropriate investment menu • Strictly adhering to the plan’s written documents and guidelines • Helping employees understand why and how to save
•Adequately training and properly overseeing all service providers • Communicating with participants about the plan and its fees