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ERISA Litigation

Larger companies virtually never make a decision regarding their qualified retirement plans without consulting professional advisors. The reason is simple: they do not want to be sued.

Imagine a corporate executive charged with the responsibility for making decisions regarding an $500 Million Retirement Plan. As a decision maker and fiduciary, they are personally liable for the prudent management of this plan. The foremost question on the mind of this executive will be:

"How can I best satisfy my legal responsibility and obligations as a fiduciary of this Plan?"

The Answer:
Seek the advise of a competent investment consultant.

ERISA does not discriminate on the basis of plan asset size. Therefore, small to mid-size Plan Sponsors need fiduciary advice as well.

The main reason for hiring a qualified plan consultant is simple. A plan sponsor is not an ERISA or Investment expert. Plan Sponsors need advice to ensure that their individual fiduciary obligations are met.

If you would like to discuss how our Fiduciary Services could be of help to your particular situation, please contact us at (858) 547-1810.
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