Objective Fiduciary Reviews from Certified Auditors

Hefren-Tillotson offers fiduciary review services that help the fiduciaries of our region operate within 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 plan shortfalls, reducing exposure to liability, and institute prudent capital management practices. Fiduciary reviews provide plan sponsors with quality investment options.

Fiduciary reviews also provide a valuable third-party, review of operations and managements of trusts, endowments, and other assets. We also provide private and public seminars on fiduciary responsibility or refresher training opportunities for board members or trustees.

Hefren-Tillotson Corporate Services has earned the Accredited Investment Fiduciary Auditor (AIFA ®) designation from the Center for Fiduciary Studies. Our certified professionals have successfully completed an intensive program to conduct fiduciary reviews of qualified retirement plans.

To learn more about our Fiduciary Review Services, contact us for a no-obligation consultation today.