Sept. 7 2010 Tuesday 11:19
 
 

Retirement Plans

Whether a Plan’s investments are directed by the Plan Trustees (trustee-directed) or by the Participants in the Plan (participant-directed), there are onerous standards mandated by ERISA for all Plan fiduciaries.

 Retirement Plans for Trustees and Participants

Are you familiar with the standards set forth in Trusts - Prudent Investor Rule (Restatement of the Law Third as adopted and promulgated by the American Law Institute)?

 

Is having the security of an Investment Advisor (which has long years of expertise in developing and sustaining compliant investment strategies for Trustees and Participants) important to Trustees and other Plan fiduciaries?

 

Rogers Capital Management, Inc. gives you assurance that your investment strategies are compliant and RCM willingly becomes a co-fiduciary to your Plan.

 

RCM gives you expertise not only in the letter of the law, but also in the spirit of the law.  Let us demonstrate how your obligation as a fiduciary is taken care of in an efficient and timesaving manner.  Contact us at RCM for a full explanation of these valuable benefits and many others.