At Phocus Retirement Services we take responsibility for managing and advising on plan assets. We have members who are AIF® designated and take pride in understanding the principles of fiduciary duties, the standards of conduct for acting as a fiduciary and the process for carrying out fiduciary responsibility.
As co-fiduciaries, we are responsible for helping with:
- Selecting the best 401(k) plan custodian
- Making sure that your plan investments are reasonably priced and well-managed
- Completing annual reviews of your plan
- Education and enrollments for new employees