Broker Check

(724) 942-1996

2652 Hidden Valley Drive, Ste. 100
Pittsburgh, PA 15241

Plan Sponsor Self Assessment

Self Assessment is intended to assist a Plan Sponsor in analyzing how well their organization addresses the prudent practices which comprise a Global Fiduciary Standard of Excellence and to assist Investment Stewards in pursuing improvement in their long-term investment performance.

Please answer yes, no, or not known to each question. Questions 6, 7, 8, and 13 apply only to Defined Benefit plans. To then determine the outcome of this questionnaire, please hit submit at the bottom of the page.