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

New Retirement Plan Guidance for Faith-based Employers

  Faith-based organizations looking to offer retirement benefits to employees face decisions that secular employers do not, including whether their retirement plans are subject to ERISA. To aid the decision-making process, the Department of Labor (DOL) issued guidance in April … Read More

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

Retirement Expectations vs. Reality: What Workers May be Getting Wrong

  The 2026 Employee Benefit Research Institute (EBRI) and Greenwald Research Retirement Confidence Survey (RCS) finds a widening gap between what workers expect retirement to look like and what retirees actually experience, particularly around retirement timing and working for pay. … Read More

Proposed DOL Rule Includes Safe Harbor for Those Weighing Plan Investment Options, Including Private Market Exposure

  In March 2026, the U.S. Department of Labor (DOL) proposed a rule related to fiduciary prudence under the Employee Retirement Income Security Act of 1974 (ERISA). The proposed Fiduciary Duties in Selecting Designated Investment Alternatives rule clarifies fiduciary obligations … Read More

Leverage our resources & expertise for your plan management