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Are You fulfilling your fiduciary duties?

The Segrust Group, Retirement Plan Consulting Division

As a fiduciary “Best Practice” you should conduct and document a due diligence review of your plan every 2 to 3 years. Can you answer the following questions about your plan?

1. Are your fees and expenses reasonable for what your participants receive?

2. Are your investments performing as outlined by your Investment Policy statement?

3. Is your educational program effective?

4. When is the last time you and your provider reviewed your fiduciary process?

Question: How do you find out the answers?

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Answer: We’ll conduct an Executive Retirement Plan Assessment for you.

What is it?

•Compares retirement plan investment performance to industry benchmarks•Monitors effectiveness of the education process•Compares fees and expenses

to company’s peer group•Reviews status of fiduciary responsibilities and processes

for compliance

What’s next ?

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It’s Simple. Request a report!

-Call us at 866-966-9724

-Visit us at www.thesegrustgroup.com

This service will help you address your fiduciary

duties at no obligation.