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.
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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.

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For more information, contact Chris Lakumb at 866.428.2276, or at clakumb@iowealth.com .

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