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Fiduciary Status
We acknowledge our fiduciary status for all clients and follow the standards of care as defined by the Employee
Retirement Security Act of 1974 (ERISA), which has the following basic tenets:
- Act solely in the interest of clients, participants in qualified plans, and their beneficiaries;
- Act for the exclusive purpose of providing benefits to clients, participants in qualified plans, and their beneficiaries;
- Exercise the same care, skill, prudence, and diligence that a prudent person acting in a like capacity and familiar with
such matters would exercise in the conduct of an enterprise of a like character and with like aims.
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