We put plan participants first while easing fiduciary burdens

We put plan participants first while easing fiduciary burdens

Proposition

Set Yourself Up to Succeed

From participants’ needs to investment strategies, the world was much different when ERISA was passed in 1974. The truth is, today’s fiduciary committees are no longer set up to succeed. Most committee members hold senior positions of significant responsibility, turning added fiduciary responsibilities into a burden, not an opportunity.

Harrison Fiduciary eases the burden retirement plans sponsors shoulder while never sacrificing the best interests of plan participants. We do that by:

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Uniquely integrating decades of hands-on legal and investment industry expertise

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Solely offering independent fiduciary services, devoid of any conflicts of interest

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Creating meaningful relationships with a select group of clients, and

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Seeing participants as the colleagues and friends they are.

HOW WE HELP

There are three dimensions of expertise required to manage retirement plans prudently and efficiently – ERISA, investments and corporate governance. Most investment committees don’t possess expertise in all three. We do.

Every hour diverted to retirement plan oversight is one less hour devoted to growing earnings. Our model puts the retirement plan in the hands of fiduciary experts, lets executives focus on their business, while never sacrificing attention to the interests of participants

Mitchell Shames
FOUNDER & MANAGING DIRECTOR

INSIGHTS

Stay up-to-date with the latest news and resources.

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GET IN TOUCH

Let’s talk about the best options for you and your plan participants.