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 | The Ultimate Guide to Tax Savings

As tax laws evolve and personal financial situations change, it’s essential to stay informed about strategies that can help minimize your tax burden. Here are several tips to consider: Download a copy of this Participant Corner by clicking here, or contact service@accelerateretirement.com to get … Read More

Amazon Faces Allegations of Mismanaged Funds

Amazon.com Inc. and the administrative committee overseeing its 401(k) savings plan have been hit with a class-action lawsuit alleging improper management of employee forfeiture funds. The lawsuit, Curtis v. Amazon.com, was filed in the U.S. District Court for the Western … Read More

The Part-time Participant

The SECURE Act and SECURE 2.0 have increased many part-time employees’ access to employer-sponsored retirement plans. As such, understanding the unique challenges of improving part-time participants’ retirement readiness, and how their needs may differ from those of full-time employees, is … Read More

Leverage our resources & expertise for your plan management