At CONSULTIVA we proudly service a wide range of institutions who entrust us with various types of Retirement & Savings Plans, such as:
Defined Benefit Plans
Defined Contribution Plans
Plan sponsors are the front-line fiduciaries of their plans and their behavior must conform to the fiduciary standard under ERISA (Employee Retirement Income Security Act) and the Modern Investor Rule.
In regards to investments, they must make decisions that are in the best interest of plan participants and their beneficiaries, with the care, skill, prudence and diligence of an expert.