Sponsored by Lighthouse Financial Advisors TXThe 401k Navigator
Helping you navigate the sea of ERISA compliance. ERISA states you must act as a prudent expert and if you can’t, you should rely on one.
Turn Key Retirement Solutions
Plan Design and Consulting
VENDOR MANAGEMENT AND CONTRACT NEGOTIATION
FIDUCIARY PLAN ADMINISTRATION
FIDUCIARY FUND SELECTION AND MONITORING
What is the significance of being a fiduciary?
Fiduciaries are subject to standards of conduct and have important responsibilities that include:
- Carrying out their duties prudently
- Following the plan documents (unless inconsistent with ERISA)
- Diversifying plan investments
- Paying only reasonable plan expenses
Schedule Your Plan Review
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., A Broker/Dealer, Member FINRA/SIPC. Advisory Services through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor. Lighthouse Financial Advisors and Cambridge are not Affiliated.
Registered to conduct securities business in these States: CA, TX, HI.