As the program manager, we assume a key fiduciary role and handle the plans governance for you:
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No investment committee meetings
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No monitoring, selection, or documentation of investment decisions
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No monitoring or ongoing due diligence of service providers
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No development or adherence to investment policy
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Streamlined annual plan audit
Our ongoing due dilience process ensures that our program's vendors are evaluated thoroughly and continuously. This saves your organization time and money while also offloading much of your fiduciary risk.