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"Under ERISA, fiduciaries must act prudently, which means investigating and evaluating relevant information to make informed and reasoned decisions. How they make decisions is as important as the decisions they make."
- Bruce Ashton, ERISA Attorney

Our Retirement Services division is committed to delivering high-quality services in addition to services offered by the vendor. As an objective third party, we recommend solutions to help protect plan fiduciaries and build better retirement programs.

Specialty areas include:

• Plan oversight
• Vendor selection
• Investment consulting
• Participant education

With more than two decades combined experience, we are conversant in the complexities and challenges of meeting fiduciary responsibility, mitigating risk and maintaining successful, competitive retirement programs. We use a well-defined, on-going process, which combines analytical tools with hands-on involvement to help plan sponsors meet their goals.

We are committed to:

• Partnering with you on the journey to a successful retirement program.
• Acting in the plan’s best interest.
• Implementing and monitoring a prudent process.
• Enhancing investment opportunities.
• Providing sound guidance and oversight as co-fiduciary.
• Holding vendors accountable for high-level performance.

For more information on retirement services consulting, contact:

Ben Smith
Managing Director, Retirement Services
(615) 515 – 3323 | bensmith@paradigmgroup.net