Fiduciary Services

Clear Group Retirement provides the assistance your organization needs with the critical role of managing fiduciary responsibility.  We understand that investment stewards tend to have many responsibilities outside the management of the retirement plan and because of that are the right partner to provide the necessary education, tools and process flows to help navigate the ERISA landscape.

  • Proprietary Fiduciary Review and Plan Governance Report
  • Investment Committee Formation and Documentation Support
  • Plan and Fee Benchmarking
  • Limited Scope and Full Scope RFP Management