Fiduciary Plan Governance

Simplify daily administration & investing

Accelerate Retirement has the resources and expertise to take on every aspect of plan management.

We support your retirement plan by providing all of the tools necessary to fulfill your fiduciary responsibility:

  • ERISA compliance support in the form of access to a team of formerly-practicing ERISA attorneys
  • Our Fiduciary Diagnostic™ that outlines plan management responsibilities, uncovers existing gaps in ERISA responsibilities, and documents completion of required tasks
  • 20+ fiduciary education modules outlining fiduciary responsibilities and how to implement prudent processes
  • Meeting summaries/minutes outlining key discussions, decisions, and follow-up items
  • Our Proprietary Fiduciary Briefcase™ where we organize and store your plan’s documents, processes, reports, and meeting minutes in a secure online filing system
  • Strategic partnerships to reduce the risk of liability and save you time on processing payroll for your retirement plan contributions
  • Ability to serve as a 3(21) or 3(38) named fiduciary

Related Articles

Participant Corner: Should You Borrow or Keep Driving?

Before You Take a Retirement Plan Loan, Know the Facts Your retirement plan may allow you to borrow from your account—but before you do, it’s important to understand how it can impact your future savings. Think of it like a … Read More

Opening the Door Wider to PE

According to the 2024 DC PLANSPONSOR Benchmarking Report, only 2.2% of plan sponsors include any alternative investments whatsoever within their 401(k)s. That number may soon begin to shift. On August 7, President Trump signed an executive order intended to expand … Read More

Moving Target Dates | Delayed Retirement Realities

For many American workers over 50, retirement timelines have become a moving target, with increasing numbers now planning to stay employed longer due to economic volatility, market uncertainty, and the rising cost of living. Gen Xers, now in their mid-to-late … Read More

Leverage our resources & expertise for your plan management