Managing a retirement plan can be complex -- maintaining adherence to ERISA regulations while implementing best practices and attempting to ensure participant success can be a bit of a juggling act -- and Plan Sponsors can easily become overwhelmed.

RetireRight Pittsburgh has developed a fiduciary risk management process that we implement for our clients that is intended to help mitigate risk and document the key plan management steps to demonstrate prudence in the management of your plan.

• Annual Administration Calendar & Plan Success Timeline

• Investment Policy Statement and Quarterly Monitoring Reports

• 1st Quarter Fiduciary Formalization Document Pack

• 2nd Quarter Service Provider Due diligence Document Pack

• 3rd Quarter Participant Communications Document Pack

• Annual Review with Plan and Participant Assessment Reports
  

Our risk management process is a method to help you manage a successful plan. RetireRight Pittsburgh works with you through every step of the way to help you try to ensure all the plan actions and documentation are thorough, effective, and work to protect plan fiduciaries from risk and increase participant success.