Financial Engines
A Fiduciary's Advisory Services Guide
Have questions on how to go about selecting and monitoring an advisory services provider?
You're not alone. The U.S. Department of Labor requires plan fiduciaries to engage in an objective process to gather and evaluate key factors including:
- The qualifications of the service provider;
- The quality of the services; and
- The reasonableness of the fees for the services provided.
We offer a comprehensive guide which serves as a useful framework to help facilitate plan sponsors' due diligence in evaluating advisory service providers, and highlights Financial Engines' service offerings.
To obtain a copy of the guide, just give us a call