FIDUCIARY ASSESSMENT

Epstein Financial has partnered with Fi360, whose mission statement is...

"To promote a culture of fiduciary responsibility and improve the decision-making process of investment fiduciaries."

The Self-Assessment of Fiduciary Excellence (SAFE) is intended to identify the critical moving pieces in fulfilling your organization's fiduciary role as a corporate retirement plan sponsor. A process built around the four cornerstones of organize, formalize, implement and monitor will contribute to a more successful retirement program and mitigate potential fiduciary liabilities.