Our Expertise

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.

  • Spherient Advisors serves as a signed 3(21) or 3(38) Co-Fiduciary

  • 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

Defined Contributions Plan
Defined Benefit Plans
Non-Qualified Plans
Expertise