Our diverse areas of expertise are designed to fit plan needs.
We can assist fiduciaries with any or all of these tenets from
the Center for Board Certified Fiduciaries:
Define roles and responsibilities
State goals and objectives
Identify risks and assets
Identify time horizons and expected outcomes
Define the strategy
Communicate the strategy
Implement the Strategy
Formalize Financial Controls and procedures
Scrutinize for conflicts and self-dealing
Learn and Teach
This is a step ARC added.
We read a lot, and keep clients appraised of industry best practices