Fulfilling Your Fiduciary Responsibility
Partner with an independent investment fiduciary who is uniquely qualified to meet your needs.
As lawsuits targeting 401(k) plan sponsors and ESOP service providers have exponentially increased, the demand for independent investment fiduciary services has grown dramatically among employers. When acting as a fiduciary, plan sponsors are required to act prudently and solely in the interest of plan participants and beneficiaries. The standard of care imposed by the Employee Retirement Income Security Act (ERISA) is a prudent expert standard. As retirement plan and investment issues become increasingly complex, it is wise to partner with an independent investment fiduciary who is uniquely qualified to assume this role under the strict standards imposed by ERISA.
What you can expect from CG Financial
We can help you implement and maintain retirement plans customized to your goals.Learn More
Are you benchmarking your retirement plan?
Our comprehensive benchmarking process enables you to make better decisions.Learn More