Fiduciary Support Services
At Financial Design Agency of Ohio, we provide fiduciary assistance designed to help retirement plan sponsors confidently manage their responsibilities while ensuring participants receive the support they need. Our process begins with understanding your organization, your employees, and your goals—building the foundation for a customized, compliant, and efficient retirement strategy.
Our Services Include:
Investment Policy Guidance
Assistance in developing, reviewing, and maintaining a clear Investment Policy Statement.
Provider Coordination
Acting as a liaison with service providers to simplify administration and ensure accountability.
Ongoing Investment Monitoring
Regular performance reports and objective recommendations to keep your plan aligned with its goals.
Fee Transparency
Support in identifying and evaluating plan fees to promote fairness and compliance.
Committee & Participant Education
Training and resources for plan committees, plus educational services to help participants make informed decisions.
Our Commitment
By combining deep expertise with a structured and systematic approach, our team helps you navigate plan complexities, manage fiduciary responsibilities, and deliver long-term value to your employees. With ongoing monitoring and proactive recommendations, we’re here to support your plan year after year.
This information is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.
