Good governance goes beyond fiduciary duties and encompasses all actions and decisions you undertake in the administration and management of your plan. With our full suite of risk management tools, CGI can perform co-fiduciary functions to manage your plan’s risk exposure and keep your plan up-to-date on the latest legislation and regulation.

  • CGI will provide a signature ready investment policy statement incorporating the investment monitoring methodology and process.
  • Implement industry best practices to remain compliant with changing regulations.
  • CGI accepts 3(21) fiduciary status on the management of the investment menu for all 401k advisory clients.
  • Investment committee education, training and meeting facilitation.

 

Click Here for Additional Information, Including Risk Questionnaire and BrokerCheck.