Products June 4, 2007
InterOcean Sets Course With Fiduciary Compass
June 4, 2007 (PLANSPONSOR.com) - The Retirement
Services division of InterOcean Wealth Management has
formally introduced a new fiduciary protection service for
retirement plan sponsors called The Fiduciary
Compass.
Reported by Nevin E. Adams
The Fiduciary Compass is a process designed to help retirement plan sponsors navigate their fiduciary responsibilities. According to a press release from the Chicago-based firm, it covers six key areas of the retirement plan experience including:
- Co-Fiduciary Responsibility
- Vendor Search
- Plan Design and Implementation
- Investment Selection and Oversight
- Employee Education and Communication
- Recordkeeping and Administration
InterOcean Wealth Management LLC is a subsidiary of InterOcean Financial Group LLC, a financial services boutique positioned to serve business owners and high net worth investors through capabilities in Wealth Management, Investment Banking, and Private Equity.
For more information, contact Chris Lakumb at 866.428.2276, or at clakumb@iowealth.com .
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