• About Us
  • Blog
  • Contact Us
ERISA Fiduciary Administrators Logo
  • Home
  • Plan Management & Fee Disclosure
    • New Approach
    • Vendor Oversight and Evaluation
    • Fee Disclosure Expert
    • RFP Management
  • Instilling a Fiduciary Culture
    • Fiduciary Governance Structure
    • Fiduciary Certification
  • Meet our CEO
  • Core Principles
    • EFA’s Mission Statement
    • Vendor Fees
    • Revenue Sharing
    • Best Practices
  • Services
    • Fiduciary for Plan Administration
    • Fiduciary Consultation, Training and RFP
    • Fee Reasonableness Report and Certification
    • Legal Counsel
    • Engagement Fees
    • Specimen Compliance Review Agreement
    • Specimen Fiduciary Services Agreement
  • FAQs
  • Publications
    • Monthly Newsletters
    • Firm Brochure
    • Press Releases

ERISA Frequently Asked Questions

  • Service Providers Can Make a Better Sales Pitch (Put a SOC in it)

    1801 days ago

  • The Rise of the “Checklist” Fiduciary (And the Power of Four Overlooked Words)

    1822 days ago

  • MONEY TALKS…WHAT IT SAYS DEPENDS ON WHOSE LISTENING

    1883 days ago

  • Assessing Fee Reasonableness – Step Three: Implement a Prudent Process (“It’s Cheap Insurance”)

    1914 days ago

  • Assessing Fee Reasonableness: Step Two – Do Expenses Square with the Plan’s Fee Policy?

    1942 days ago

shortcodes ultimate

ERISA Resource Links

  • 2015 Deloitte defined contribution benchmarking survey
  • Dalbar, Inc. Registered Fiduciary Designation
  • ERISA Fiduciary Advisor – U.S Department of Labor
  • Fiduciary Checklist for Monitoring Plan Investments
  • FiduciaryNews.com
  • Global Fiduciary Insights
  • Plansponsor.com
  • Plan Management
  • New Approach
  • Vendor Oversight and Evaluation
  • Instilling a Fiduciary Culture
  • Fiduciary Governance Structure
  • Fiduciary Certification
  • Meet our CEO
  • Core Principles
  • Vendor Fees
  • Revenue Sharing
  • Best Practices
  • Engagement Model
  • Plan Administration Fiduciary
  • Consultation and Training
  • Engagement Fees
  • FAQs