Service

Specific Plan Assignment Fiduciary Services

at Harrison Fiduciary Group · Boston

Details.

Assume a fiduciary role for specific plan assignments, including selection of investment options, review and approval of fees and expenses, ERISA litigation settlement and monitoring, pension risk transfer, fiduciary determinations for corporate restructurings, prohibited transaction exemptions, pricing and valuation process monitoring, company stock account management, and integration and selection of Target Date Funds and ESG options.

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