Fiduciary Risk Management
Good governance goes beyond fiduciary duties and encompasses all actions and decisions you undertake in the administration and management of your plan:
With our full suite of risk management tools, SRG can perform co-fiduciary functions to manage your plan’s risk exposure and keep your plan up-to-date on the latest legislation and regulations.
- Formalize fiduciary structures and processes
- Development of an Investment Policy Statement (IPS), including:
- Investment objectives
- Risk criteria
- Allowable investments
- Service expectations
- Implement industry best practices to remain compliant with changing regulations
- Investment Committee Education, Training and Meeting Facilitation
The Result: A Fiduciary structure for plan process management and oversight that adheres to industry best practices to help ensure your plan is up-to-date and compliant so you can manage your plan’s risk exposure.