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Through the Center for Fiduciary Studies at the University of Pittsburgh, Hefren-Tillotson offers fiduciary review services that help the fiduciaries of our region's businesses, non-profits, foundations, and endowments operate with the standards outlined in the Employee Retirement Income Security Act of 1974 (ERISA).
Fiduciary reviews evaluate a plan sponsor's investment management process in light of ERISA standards, case law, and regulatory opinions. The review offers recommendations on how to address plan shortfalls, reduce exposure to liability, and institute prudent management practices. Fiduciary reviews provide plan sponsors with a plan for prudent management practices and improving the quality of the investment options within the plan.
In addition to retirement plans, fiduciary reviews also provide foundations and institutions a valuable third-party, objective review of the operations and managements of trusts, endowments, and other assets. We also provide private and public seminars centered on fiduciary responsibility-excellent introductory or refresher training opportunities for board members or trustees.
Hefren-Tillotson Corporate Services team members have earned the Accredited Investment Fiduciary Auditor (AIFA ®) designation from the prestigious Center for Fiduciary Studies. Our certified professionals have successfully completed an intensive program of training to conduct fiduciary reviews of qualified retirement plans.
To learn more about our Fiduciary Review Services, contact us for a no-obligation consultation today.
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