Individuals become fiduciaries through appointment or function.
IRON 3(38) Co-Fiduciary Investment Solution
The most comprehensive qualified retirement plan solution designed to effectively shift a significant portion of the plan sponsor's liability. The hiring of a 3(38) fiduciary alters the Plan Sponsor's fiduciary responsibility as the liability now relates to the choosing and monitoring of a 3(38) investment manager.
Clarity
Plan Sponsor is engaged in a contractual relationship with IRON as the contractual fiduciary
Fiduciary Processes
IRON creates a customized Investment Policy statement that roadmaps the investment methodologies. Using propriety methodologies, IRON selects a well balanced and diversified menu of plan investments and monitors those investments in a defined timeframe. Replacement of fund options as necessary in accordance with the Investment Policy Statement.
Results
Each plan receives a quarterly fiduciary Investment Review that details fund metrics, rankings at a plan level and actionable items for the next quarter.
Retention
IRON creates a white label quarterly newsletter that is platform specific allowing you to provide customized education on a quarterly basis. IRON embraces relationships; From point of sale support to mapping of funds, IRON can help you win and retain retirement plan business. As the "plan quarterback", you can spend more time concentrating on those items that reflect your value; wealth management, rollovers, plan education and enrollment.
A section 3(38) fiduciary can protect both the plan sponsor and the Advisor/Broker.
The most comprehensive qualified retirement plan solution designed to effectively shift a significant portion of the plan sponsor's liability. The hiring of a 3(38) fiduciary alters the Plan Sponsor's fiduciary responsibility as the liability now relates to the choosing and monitoring of a 3(38) investment manager.
Clarity
Plan Sponsor is engaged in a contractual relationship with IRON as the contractual fiduciary
Fiduciary Processes
IRON creates a customized Investment Policy statement that roadmaps the investment methodologies. Using propriety methodologies, IRON selects a well balanced and diversified menu of plan investments and monitors those investments in a defined timeframe. Replacement of fund options as necessary in accordance with the Investment Policy Statement.
Results
Each plan receives a quarterly fiduciary Investment Review that details fund metrics, rankings at a plan level and actionable items for the next quarter.
Retention
IRON creates a white label quarterly newsletter that is platform specific allowing you to provide customized education on a quarterly basis. IRON embraces relationships; From point of sale support to mapping of funds, IRON can help you win and retain retirement plan business. As the "plan quarterback", you can spend more time concentrating on those items that reflect your value; wealth management, rollovers, plan education and enrollment.
A section 3(38) fiduciary can protect both the plan sponsor and the Advisor/Broker.
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| Hollis Lamon Lamon & Stern Atlanta, Georgia |
Contact Hollis Lamon of Lamon & Stern today for all your retirement planning needs! 770-951-8411
