A Sacramento highways that leads you to the 401k advisors of Genovese Burford & Brothers.
 

Fiduciary Governance

 

Managing your plan does not have to be a fiduciary nightmare.

Our fiduciary governance framework is rooted in several core ideas:

  1. Understanding your fiduciary responsibilities and where the exposure is

  2. Deciding which responsibilities to retain/outsource

  3. Developing a prudent process for retained responsibilities

GBB will assist clients with the development of a proper fiduciary structure that documents:

  1. The parties involved with the plan, their roles and responsibilities (board resolutions, committee charters)

  2. Prudent processes for retained responsibilities (investment policy statement)

  3. Appropriate delegation of responsibilities to professionals 

 

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