Statement of Services
Statement of Services
Bridgeview Financial Advisors provide retirement plan management as a 3(21) ERISA Fiduciary.
For an annual advisory fee of no more than 50bps, or one half of one percent of the total assets in the plan, our services include:
- Investment Policy Statement (IPS) preparation
- Complete plan benchmarking using fi360® reporting method
- 3(21) Investment Fiduciary status
- Employee Education Meetings
- 404(c) compliance assistance
- Asset Allocation Models (on participating platforms)
- 3(38) Fiduciary selection and monitoring
- QDIA selection and monitoring
- DOL audit assistance
- On-going individual participant advice and planning services (no extra cost)
Additional services when moving assets to a new provider:
- RFQ process management
- Plan document assistance
- Adoption agreement review
- Plan Enrollment / transition