Serving as a Fiduciary to a Retirement Plan requires care, skill, prudence, and diligence. It requires a level of knowledge in investment, administration, and regulatory matters. Plan Fiduciaries rely on qualified independent experts that acknowledge they are also fiduciaries to the plan(s). Soltis works with each of our retirement plan clients as an Expert Fiduciary to help them mitigate their risk and liability. Our approach is a proactive one to drive the processes and best practices that will help plan committees fulfill these responsibilities.

We’ll work with your committee to evaluate the needs and goals of your employees participating in your Retirement Plan, and design our participant level services accordingly. We focus our educational resources to help participants receive the personal and one on one attention they need. This empowers employees with the opportunity to build and manage their wealth, enabling them to pursue what’s most important to them in their retirement years.

We provide our clients with advice on selecting and monitoring the investments in their retirement plan as an ERISA Section 3(21) & 3(38) fiduciary.

Retirement planning can be complicated. Reach out to a Soltis Advisor, and we’ll listen to your needs as we walk you through your options.