Fiduciary Services

If you maintain control and discretion over the actions of your retirement plan, you are a fiduciary. In fact, there may be more than one named fiduciary for your plan with responsibilities for the operation as well as the investments of the plan.

Latitude is an expert partner focused exclusively on the administration and operation of your plan. Our Fiduciary Administration Services offer you an important opportunity to delegate many essential tasks. The benefits are clear: You can eliminate time and effort on required plan tasks and reduce your personal liability.

Fiduciary Services available cover:

Payroll integration

to ensure timely contributions

Participant notice delivery

to meet annual requirements

Review and approval of

loans and distributions

Monitoring

Required Minimum Distributions

Signing and submitting

Form 5500 Annual Report

Determining

employee eligibility

Approving

rollover contributions

Signing and submitting

Form 5500 Annual Report

Determining

employee eligibility

Approving

rollover contributions

Latitude performs these services as an ERISA 3(16) Fiduciary.*

Talk to us about how we can reduce your workload while reducing your risk.

*“ERISA” is the Employee Retirement Income Security Act of 1974.