"That [retirement] plan you're overseeing may have some hidden weaknesses that only a specialized audit could bring to light."
"Take a Closer Look," SHRM HR Magazine, Vol. 50, No. 6, June 2005
"Take a Closer Look," SHRM HR Magazine, Vol. 50, No. 6, June 2005
RETIREMENT
Fiduciary Due DiligenceIn today’s environment with increasing legal and practical scrutiny of retirement plans, a plan fiduciary needs a dependable, independent process to prudently manage decisions. The trend among plan sponsors is to invigorate the fiduciary due diligence process to avoid liability, enhance investment results, and derive value from fees.
Cammack LaRhette provides expertise in investment analysis and deconstruction of fee structures and is one of a handful of firms performing comprehensive analyses of investment fee structures/revenue sharing that have resulted in substantial reductions in fees for our clients.
We offer a complete Fiduciary Review Process through the services of an Accredited Investment Fiduciary (AIF) designee, who has the specialized training to ensure that an investment management process is maintained to an appropriate fiduciary standard of care.
Two areas of focus are: