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.
LatitudeTM 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.
