Fiduciary Management

  • Contractual sharing of fiduciary role
  • Establishment of investment process
  • Maintenance of plan documentation

Investment Expertise

  • Investment Policy Statement
  • Investment selection and monitoring
  • Qualified Default Investment Alternative (QDIA) review

Participant Services

  • Investment guidance
  • Customized employee communications
  • Group and individual education

Vendor Search

  • Benchmarking of plan costs, services, and investment options
  • Provider search, selection, and implementation

Plan Design 

  • Review of plan eligibility and distribution
  • Provide contribution modeling/analysis
  • Ensure compliance with legislation

Why We're Different

  • Our independence
  • The CRPS® designation

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This communication strictly intended for individuals residing in the states of AK,AZ,CA,DC,ID,LA,MA,MT,NH,NV,OR,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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