Aegis Wealth Partners, LLC can serve as a Fiduciary 3(38) for your retirement plan.
Without the proper experience and knowledge, monitoring and selecting investments for your retirement plan can expose a business to expensive litigation, not to mention take time away from running your business. Plan sponsors should consider whether they have the expertise to handle such duties or whether they should outsource the responsibilities to a qualified firm. By using a Fiduciary 3(38), a plan sponsor removes most investment-related liabilities.
If you’d like to learn more about our Fiduciary 3(38) services contact us here.