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Many ERISA (Employee Retirement Income Security Act) fiduciaries, including plan sponsors, trustees and investment committee members, are unaware of their significant responsibilities related to the prudent management of their retirement plan. Fiduciaries, as defined by ERISA, are required to exercise the skill of a "prudent expert". For many individuals, this is a challenge, as they are not investment professionals and they may face significant personal liability.
MidAtlantic has been helping plan fiduciaries manage this risk and fulfill their fiduciary liability obligations since 1993 by managing the investment process.
If you have friends or family members who need unbiased advice, please feel free to have them contact us.
We are available to provide an objective complimentary investment analysis of their current situation.
For more information or to schedule an appointment, please contact us.
11448 Robious Road
Richmond, VA 23235