Retirement Plans

Your Investment Consultant’s Responsibilities

As a fiduciary, SIA will provide assurance that the retirement plan offers its participants suitable investment options and the finest mutual and collective funds to assist them in creating a diversified, appropriate and balanced portfolio.

Specifically, as an ERISA fiduciary for the plan, you can be assured that SIA will:

Click below for a few questions you should ask potential consultants to help you determine the best people suited to meet your company’s needs.

Download Questions to Ask Your Retirement Planning Consultant