Implementation
After working with you to make sure the appropriate governing documents are up to date and a prudent process is in place, we will assist with the following:
- Implement a reasonable due diligence process in order to select each service provider prudently.
- Review any safe harbors that may be elected.
- Review investment strategies to determine if they are implemented in compliance with the provisions defined in the IPS.
- Document all decisions in accordance with fiduciary obligations of care.
