Fiduciary Services

Our 3(38) fiduciary services are designed to offer the highest level of expert advice and help ensure value is being received at every level of your plan. 


Too often, plans are overcharged for what they are receiving.  We help benchmark your plan’s services and measure actual outcomes to uncover opportunities for cost-savings and greater plan results.

Outcome Benchmarking

Benchmarking has become the primary tool used to support a prudent fiduciary process. However, benchmarking should not be limited to fees and expenses; it should include participant outcomes in order to determine whether your plan’s fees and expenses are delivering the retirement outcomes for which your participants are paying.

Cost-Benefit Analysis

Anytime you make a decision that could impact the cost of the plan for your participants, we help you conduct a cost-benefit analysis to measure the effectiveness of each vendor, service, and investment offered to your plan.

Prudent Processes

One of the most important aspects of fulfilling fiduciary duties is consistently using a prudent process when making decisions regarding your retirement plan.  We’re here to help you establish and conduct those processes on a regular basis.  Thoughtful consideration is  documented to support the basis of each decision.

Retirement Plan Fiduciary Insights

The Department of Labor’s RFI

The Department of Labor's RFI The U.S. Department of Labor recently released a Request for Information (RFI) regarding its Fiduciary Rule. According to the Department, this RFI "seeks public input that could form the basis of new exemptions or...

The Cadillac Tax

The Cadillac Tax Health insurance has always been a hot topic of conversation both in the political and financial worlds, and it's easy to see why, especially in recent years. Health care costs continue to skyrocket, not just for individuals, but also for...

Nevada’s New Fiduciary Standard

Nevada's New Fiduciary Standard As discussed in a previous article, the Department of Labor's Fiduciary rule, which went in to effect on June 9, could have its final applicability date pushed back beyond January 1, 2018 to allow firms more time to come up with more...

Defining a Standard of Care

In the context of retirement readiness, how do we identify the circumstances under which reasonable caution and prudence must be exercised? The standard of care stems from the 1837 case of Vaughan v Menlove. This case established that the standard of care is dependent...

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Contact us to learn more about our fiduciary management services.

Office Address

7003 Chadwick Drive, Suite 210
Brentwood, TN 37027

Mailing Address

P.O. Box 22968
Nashville, TN 37202


Toll Free: 1-800-858-6989
Local: 615-309-5592

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