Fiduciary Support & Education

With more scrutiny placed on plan sponsors today to meet fiduciary obligations, GRP Advisor Alliance's member firms provide educational resources and solutions aimed at helping mitigate employer liability, including the implementation of plan policies and procedures. 

Fiduciary Functions Offered:

  • Training and education on plan investment and retirement
  • Comprehensive fiduciary oversight reviews
  • Assist with the development of policies and procedures
  • Aimed at creating a culture of compliance through proper documentation
  • Regular review of service providers

 

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Address

CONTACT US

34700 Pacific Coast Highway, Suite 307
Capistrano Beach, CA 92624
Phone: 949.359.0021