Choose our comprehensive plan or individual services á la carte
Running a business means you probably wear a lot of hats. Maintaining the legal fiduciary responsibilities associated with your company’s retirement plan takes continual learning, resources and time you might like to devote elsewhere. Yet your fiduciary role poses a significant amount of personal risk. Let Thiesen Dueker’s 401(k) Specialists help. Through our independent guidance and monitoring, our fiduciary oversight program offers significant protection for your plan’s management team – and specifically, for you. We invite you to take advantage of the following fiduciary services*:
Plan Set-Up & Design Services:
- New Plan Set-Up
- Existing Plan Design Consulting
Investment Advisory Services:
- Investment Policy Statement
- Ongoing Investment Recommendations
- Ongoing Investment Monitoring
- Qualified Default Investment Alternative Assistance
- Performance Reports
Consulting Services:
- Service Provider Liaison
- Education Services to Plan Committee
- Participant Enrollment & Education
- Plan Search Support/Vendor Analysis
- Benchmarking Services
- Assistance Identifying Plan Fees
*Fiduciary services provided for advisory relationships through LPL’s Retirement Plan Consulting Program.
We manage some of the largest 401(k) plans throughout Central California.
How can we help you with yours?
