401KISC Fiduciary Services

Category: Others/ Misc

Presentation Description

https://401kisc.com/fiduciary-services/ our Fiduciary services responsibilities acting for the exclusive purpose of providing benefits to workers participating in the plan and their beneficiaries, and defraying reasonable expenses of the plan.


Presentation Transcript

401KISC Fiduciary Services:

401KISC Fiduciary Services Investment Manager Fiduciary Services – ERISA 3(38) KISC will advise the Plan regarding the monitoring, selection, retention, and removal of mutual funds. https://401kisc.com/fiduciary-services/

Who Is A Fiduciary?:

Who Is A Fiduciary? Any Individual or entity with discretionary authority over a 401(k) plan’s administration or investments is considered a “fiduciary” to that plan. https://401kisc.com/fiduciary-services/

What are Fiduciary's Responsibilities?:

What are Fiduciary's Responsibilities? A fiduciary’s responsibilities include: acting solely in the interest of the participants and their beneficiaries, carrying out duties with the care, skill, prudence and diligence of a prudent person familiar with the matters https://401kisc.com/fiduciary-services/

How Does KISC Manage Its Fiduciary Duties and Responsibilities?:

How Does KISC Manage Its Fiduciary Duties and Responsibilities? Mr. Eschbach is an AIF®, an Accredited Investment Fiduciary®. As such, he beleives in the ongoing quality review process of: Organize Formalize Implement Monitor, and Repeat. The Fi360 approach designates practices within each of the above concepts. KISC, over time, works with its Fiduciary clients to improve their processes. https://401kisc.com/fiduciary-services/

Contact Us:

Contact Us City : Greenwood Village State : Colorado Country : USA Phone No. : 720-336-9596 https://401kisc.com/fiduciary-services/

Thank You:

Thank You

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