You can trust Stonegate Wealth Management to manage your company’s Fiduciary Education Campaign.
The Fiduciary Education Campaign is a compliance assistance initiative of the Employee Benefits Security Administration (EBSA), and designed to improve workers' health and retirement security. At Stonegate, we help to administer this program by educating employers and service providers about their fiduciary responsibilities under the Employee Retirement Income Security Act (ERISA).
Plan sponsors and other fiduciaries have a responsibility to protect the interests of the workers and retirees in their benefit plans. We help employers and plan officials navigate fiduciary law and the responsibilities that go with it, emphasizing the obligation of plan sponsors and other fiduciaries to:
Part of our job is to help plan sponsors understand rules and meet their responsibilities to workers and retirees in order to improve their financial security.
What sets Stonegate apart from other firms? Our fee-only approach, and our passion for the education process.
Brokers with products to sell often provide little to no education, opting instead to leave it to the plan’s vendor. Others who may tell you that they are happy to provide an educational program often have an agenda aimed at selling you their additional financial products.
We are fiduciaries, and since we sell no products and earn no commissions, we operate with an unbiased approach when it comes to advising our clients. We are committed to doing only what is in your best interest, and adhere to this principle when providing the guidance needed to make prudent investment choices within the 401(k) plan.
As a consultant Stonegate Wealth Management can develop an Education Policy Statement that takes into account the resources available from your vendor and any additional resources needed, aligning everything to meet your goals within the company culture and constraints.