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Fiduciary Liability Protection

You are many things – an entrepreneur, a small business owner, an HR professional; But you’re not an expert in 401(k) fiduciary liability, fiduciary risk, or 401(k) investment fees. If you’re managing your company’s retirement plan without a registered investment advisor, you may be unnecessarily putting yourself at increased fiduciary risk.

More than 100 employers with over $200 million in assets work with PSI, which guides them through the challenges of sponsoring a retirement plan and effectively reduces their fiduciary liability. Plan Strategies, Inc. can help you mitigate risk, select investments, and perform investment due diligence in order to avoid lawsuits and fines.

401(k) Fiduciary Risk – What’s at Stake?

PSI: Your 401(k) Investment Fiduciary Solution

Trust in a Prudent Fiduciary

Get assistance with the responsibilities that come with acting as a plan sponsor. Reduce your fiduciary liability by hiring PSI as your advisor in a 3(21) or 3(38) fiduciary role.

Tap into our Licensed Fiduciary Experts

Our seasoned Investment Advisor Representatives have decades of combined experience managing 401(k) fiduciary risk. They’ll answer your questions and act prudently on your behalf.

Understand Your Funds with In-Depth Reports

Our detailed reports will benchmark your funds against their respective peer group and provide a fiduciary score that will identify any funds that are underperforming and should be replaced.

Protect Your Employees and Yourself

When you work with PSI, a prudent 401(k) fiduciary is looking out for the best interests of your employees – and offering them quality investment options and a diversified fund lineup.