Fiduciary services
Offering a full range of benefits
From training to transparency, Sikich delivers the comprehensive fiduciary solutions your business needs to compete in today’s competitive marketplace.
Education and training
Plan Sponsor and Retirement Plan Committee Fiduciary Education to ensure all parties understand and acknowledge their basic fiduciary responsibilities under ERISA.
Retirement plan fiduciary assessments
Assist in helping you review current practices to determine if fiduciary shortfalls exist and recommendations for improving compliance.
Vendor search and selection
Request and compare proposals received to determine best fit for your employer sponsored retirement plan.
Trading platform & managed portfolios
Access top mutual funds across categories on a revenue-neutral, open-architecture platform with managed model portfolios.
Prudent investment practices
As a fiduciary, we help create and maintain IPS, ensuring ERISA-compliant fund selection, monitoring, and replacement.
Full and transparent fee disclosure
Annual fee review per DOL Model Fee Disclosure, including revenue sharing, ensuring ERISA-required fairness and reasonableness.
