In response to increasing scrutiny by regulators that hold plan sponsors liable for the proper management of retirement plans, M Advisory Group created a specialized division focused on providing guidance and protection to plan sponsors who are fiduciaries of retirement plans. We take pride in demonstrating prudence in our practice and advising our clients of important industry issues and legislative updates that would impact their plan.

M Advisory Group's team of Accredited Investment Fiduciaries (AIFs) provides initial and ongoing assistance to help clients maintain compliance with their fiduciary requirements set forth by ERISA standards. Additionally, we deliver our proprietary Fiduciary Protection Kit, which is a customized manual designed to provide plan sponsors with tools to reduce fiduciary liability.

Our Services Include...

• Fiduciary Guidance through our Fiduciary Protection Kit
• Plan Sponsor Fiduciary Checklist
• Reviewing & monitoring plan processes for ongoing compliance
• Customized Investment Policy Statement (IPS)
• Co-Fiduciary Agreement