Spherient’s expertise covers all types of employer-sponsored retirement plans. We help you understand the intricacies of each, so that you are able to make the right choice. We then structure, manage and offer ongoing communication to ensure proper oversight and understanding.
Committee Charter
Fiduciary Education
Fee Benchmarking
Investment Policy Statement
Annual Investment Due Diligence
Quarterly Investment Review
Quarterly Watch List Maintenance
Compliance Audits
On Demand Plan Testing
5500 Filings
DOL VCP Guidance, Calculations, and Filings
File Maintenance
Minutes Recording
Call Spherient Advisors 1-800-385-2309
Resources
Investment Advisory Services offered by Benefit Fiduciary Group LLC, an investment advisor registered with the U.S. Securities and Exchange Commission.
Benefit Fiduciary Group LLC and Spherient Advisors LLC are affiliated companies.
Schedule Phone Meeting: 800-385-2309
800-385-2309Location
6802 Paragon Place
Suite 126
Richmond, VA 23230
TOLL-FREE: 800-385-2309
LOCAL: 804-457-2309
FAX: 800-385-2303
Services
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