Special Fiduciary Services

401(k) Services

Recently, 401(k) plans have come under increased scrutiny for the fees that they pay, plan governance and vendor selection. The ERISA Fiduciary Group offers consulting and training services to plan sponsors of qualified employer plans and are provided by professionals with litigation, compliance, fiduciary and record-keeper experience. Our services include:

  • Fiduciary Training
  • Fee Benchmarking
  • Vendor Cost Control
  • Vendor Management

Special Fiduciary Services

One of the more specialized areas of ERISA fiduciary practice involves ERISA’s prohibited transaction rules. Lance Studdard, the founder and President of The ERISA Fiduciary Group, LLC is experienced on dealing with ERISA’s prohibited transaction rules – especially those involving litigation settlement under PTE 2003-39, as amended.