A strong fiduciary process isn't built on one big decision. It's built through consistent oversight, clear responsibilities, and a repeatable process that helps support your retirement plan over time.
This quarter's Fiduciary Foundations newsletter explores practical ways plan sponsors can strengthen fiduciary governance and make more informed decisions for their organization and employees.
Fiduciary Excellence Depends on These 3 Things
Learn how clear accountability, defined responsibilities, and a repeatable decision-making process can help create a stronger foundation for fiduciary oversight.
5 ERISA Fiduciary Duties Made Simple
Take a closer look at the five core fiduciary duties under ERISA and how they support thoughtful retirement plan oversight through changing markets and evolving regulations.
3 Practical Ways to Strengthen Your Fiduciary Process
Discover three practical habits that can help reinforce your fiduciary process, including following your Investment Policy Statement (IPS), documenting decisions, and benchmarking your plan regularly.
Larmann Financial
7424 Jager Court
Cincinnati, OH 45230
Email: team@larmannfinancial.com
Phone: 513-624-2800
Website: www.larmannfinancial.com
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Larmann Financial is not affiliated with Kestra IS or Kestra AS. Form CRS Disclosure: www.kestrafinancial.com/disclosures
This information is provided as a general guide to educate plan sponsors. It is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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