An important focus for Smart Investor is the ways that we help our corporate and institutional retirement plan sponsors manage their responsibilities to their stakeholders.
We recognize that sponsors are often challenged with getting the 'right' information in a timely manner. We also understand their need to feel confident in the service providers they work with, to save them time, excess fees and to do what they say they will do.
Our retirement plan sponsor clients face additional legal requirements as their personal assets are at risk and they are held to a "Prudent Expert" standard in fulfilling their fiduciary responsibilities to the plan beneficiaries. Our Fiduciary Retirement Plan Investment Management Process is designed for those retirement plan sponsors who want to properly delegate their investment fiduciary responsibilities to a qualified prudent expert and thereby minimize their personal liability exposure.
We deliver the same personal approach and client understanding to our corporate clients that we proudly provide to our private clients.