Your status as a fiduciary entails an unprecedented level of responsibility. When you add the fact that you can be held personally liable as a fiduciary, the aspect of this is daunting to say the least. Rare is the sponsor who thoroughly understands this responsibility, fulfills it and has the proper proof of documentation, let alone the time to get all of this done.
Enza understands this and we take the worry out of navigating through these complex matters. How? First we serve as a co-fiduciary of the plan which reduces your risk. We develop and implement a comprehensive governance process to help you oversee all the responsible parties. If you would like further information, please refer to the topics below.
SERVING ALL YOUR NEEDS
Fiduciary Governance
Enza believes the most valuable tool for fiduciaries is to have an established process.
Investment Due Diligence
Market volatility makes it critical to develop and maintain investment due diligence procedures.
Fee Analysis
An important role of a plan fiduciary is to identify and analyze fees associated with their retirement plan.
Communication
A successful communication program is critical to the success of a retirement plan.
Advance Plan Design
We have the experience to customize your retirement plan to reach your unique goals and objectives.
Compliance
Compliance is an overwhelming, confusing and daunting task to say the least. Allow us to lift the weight off your shoulders and ensure the job is done well the first time.
Plan Design Consulting
In the world of retirement plans, only one thing seems certain: change is constant. To provide you confidence, we review the design and operational features of your company’s plan with an unbiased perspective.