As mandated by the Employee Retirement Income Security Act of 1974 (ERISA), fiduciaries of 401(k) plans must carry out their duties prudently and act in the best interest of plan participants. Fiduciary responsibilities not only include choosing a provider to administer the plan, but also selecting an appropriate menu of investments, and monitoring providers and investments on an ongoing basis. It’s an obligation that warrants experienced financial guidance.

The Department of Labor and the courts have both made it known that fiduciaries without the knowledge or experience to make sound decisions have a duty to seek expert assistance. We know that busy executives may not have the experience or time it takes to make the right decisions regarding investments and crucial fiduciary matters. 

At the Campbell Courtright Group, we have the capabilities, resources and expertise to help you make informed investment decisions and address your plan responsibilities.

Your partner in retirement planning