Fiduciary Risk Management

We begin by staying abreast of legislative and regulatory changes. We review your committee charter that delegates fiduciary responsibility from your board of directors; then we establish fiduciary best practices for your plan. We create a checklist to match against responsibilities set out in your IPS, maintain plan documents and meeting minutes, and establish a fiduciary audit file. At all times we maintain compliance with ERISA and with the Universal Fiduciary Standards of Care.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRASIPC.
Cetera is under separate ownership from any other named entity.

SageView Advisory Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView Advisory Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SageView Advisory Group unless a client service agreement is in place.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

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