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Fiduciary Best Practices

As Retirement Plan Investment Advisors, we constantly look for new ways to discuss this topic with our clients. Based on our experience, we have found that the word “fiduciary” alone can end a conversation about some critical topics that employers need to consider.

RFM can serve as both an Investment Advisor or Investment Manager.

What is the difference?

We would enjoy the opportunity to discuss how your plan makes investment decisions and identify which approach best meets your needs.


Fiduciary Best Practices

  • Fiduciary Status – RFM can serve as either a 3(21) or 3(38) Fiduciary
  • Development and monitoring of the investment policy statement and/or committee charter
  • Recordkeeper, trust/custody and investment manager searches
  • Plan benchmarking and fee analysis
  • Educating the Investment Committee on investment trends and fiduciary training
  • ERISA Fiduciary Plan Review Program