Peace of mind for plan administrators.

Qualified retirement plans bring an inherent set of responsibilities for every employer to be aware of and proactively manage. As a plan sponsor, you must satisfy your fiduciary obligations and fully understand the liabilities that affect your organization. These responsibilities typically carry a higher standard of care than other employee benefit programs.

Your HFG advisor will combine experience, strategy, analysis, and communication to be a partner you can trust with your employees’ futures.

Our focus, whether acting as an ERISA 3(21) Co-Fiduciary or a 3(38) Discretionary Fiduciary, is to provide fiduciary “best practices” to plan sponsors in the retirement plan marketplace. HFG provides specialized programs and tools to meet your organization’s objectives, including:

  • Fiduciary best practices and corporate governance
  • Participant educational and enrollment services
  • Plan design optimization
  • Preferred provider when negotiating fees
  • Timely legislative updates
  • Customized employee communications
  • Targeted education and retirement seminars
  • Independent investment monitoring and advice