Fiduciary Services & Investments

Manage Your Risks

Did you know that as a plan fiduciary you are personally liable should litigation be brought against your plan? Fiduciaries have an obligation to act in the best interest of plan participants. From the selection and ongoing monitoring of investments to ensuring associated costs are appropriate — the risks that plan sponsors take on are great. We created our fiduciary services and investments page for this reason.

At BeneTrak, we help you manage your risks. Drawing on the latest technology of nationally recognized mutual funds which include the most respected fund family names, we offer the very best investment menus along with fiduciary protection.

We will help you:

  • Understand your fiduciary obligations
  • Provide fiduciary protection
  • Create custom investment menus based on employee demographics
  • Provide ongoing independent investment monitoring
  • Create and maintain your Investment Policy Statement