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

United States Capitol Building

SECURE 2.0 ACT OF 2022

(Division T of Consolidated Appropriations Act, 2023) In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0. As a reminder, SECURE 2.0 is seen … Read More

Speaking of One Percent

Speaking of One Percent

Since the contribution limits were recently raised by 10% 401(k), 403(b) and most 457 plans (to $22,500), we thought now might be a good time to share creative ways to communicate to your participants the benefits of increasing contributions to … Read More

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With inflation at its highest levels in more than four decades, it’s not surprising that nearly three in four American workers report they’re experiencing increased stress concerning their personal finances. According to a 2022 survey of more than 1,000 employees … Read More

Leverage our resources & expertise for your plan management