Be Confident in your Plan Monitoring Process
You need a named fiduciary to take care of all aspects of your retirement plan. We can help you create a retirement plan committee to take on the responsibility of administration and plan oversight through assistance with
- Establishment of a board resolution
- Committee member acceptance
- Committee charter
- Investment policy statements
- Quarterly and annual monitoring reports
- Meeting minutes
*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affilate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Mel Foster Insurance Company or any entity referenced herein. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).