For qualified retirement plans, we may serve as either a non-fiduciary consultant, a fiduciary advisor under ERISA 3(21), or as an investment manager under ERISA 3(38). We can assist in all aspects of retirement plan management. Our service includes a special emphasis on building a prudent fiduciary process, especially the documentation and archiving of all plan decision-making and required compliance activities. We utilize market leading software systems to research, recommend, and monitor fund investment menus. We also offer customized investment solutions that participants may utilize.