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401(k) SERVICES | Fiduciary Support

To keep in compliance with section 404(c) of ERISA (The Employee Retirement Income Security Act), plan sponsors must have a system for monitoring their company's retirement plan.  Ongoing investment reviews are part of our services.  For all of our clients, we offer comprehensive annual plan reviews.  We help you analyze the investment performance and fees. 

An important part of the fiduciary process is the development of an Investment Policy Statement (IPS).  The IPS is the foundation of the investment review process.  Though not a requirement, the Department of Labor (DOL) looks favorably upon organizations that have and follow an IPS.

Fixed insurance products and services offered by The Insurance Exchange are separate and unrelated to Commonwealth.

 
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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