Fiduciary Services

Alpha offers:

• Independent Fiduciary Services
• Fiduciary Audits & Operational Reviews
• Client & Fiduciary Education
• Board/Committee Governance

Examples

• Outsourcing of Investment Committee Activities
• Outsources Fiduciary Responsibility
• Review existing Fiduciary processes
• Reviews plans for compliance with ERISA 404c
• Understand roles and responsibilities of Fiduciaries
• Educate on importance of independent Fiduciary services, audits, and reviews
• Provide counsel regarding board governance rules and regulations